REAL-TIME GLOBAL RESEARCH
US Research Published Week ending on July 17, 2026
Research evidence excerpt
US Research Published Week ending on July 17, 2026
Accessible version
US Research Published
Week ending on July 17, 2026
20 July 2026
Exhibit 1: US Research Published US
Investor Support
Aerospace BofAS
Valuation Trends: Val. Trends #938: A Royal Succession Epstein, Ronald J.
Airlines
Airlines: 4Q26 domestic capacity growth: how much will schedules come down? Didora, Andrew
Airlines: BofA Seat Tracker: ULCC files full schedule Didora, Andrew
Delta Air Lines: Post call thoughts as DAL reaffirms EPS outlook from earlier in year Didora, Andrew
United Airlines Holdings: 2Q26 first take: fuel is a headwind but steady earnings power regardless Didora, Andrew
of macro
Asset Management
BlackRock, Inc.: 2Q26E: Aperio momentum accelerating; Tokenization creating new distribution Siegenthaler, Craig
Interactive Brokers: Forecast strong 2Q26 driven by robust trading & account growth; Raising PO Siegenthaler, Craig
Autos/Car Manufacturers
Automotive Industry: OEM/Supplier Preview: Checks stronger than estimates, F & GM well Perry, Alexander
positioned
Automotive Industry: Weekly Automotive Pit Stop: Production revised higher as demand remains Perry, Alexander
resilient
Tesla Motors: Tesla adds another robotaxi market and scales Texas fleet ahead of 2Q earnings Perry, Alexander
Banks
US Banks: Reading the Tea Leaves: Four Days That May Define the 2H26 Bank Stock Playbook Poonawala, Ebrahim
Banks-Multinational/Universal
Non-bank financials - Brazil: Repositioning for a higher-for-longer rate environment Pierry, Mario
Citigroup Inc.: Lost in translation Poonawala, Ebrahim
JPMorgan Chase & Co.: Asymmetric risk/reward, Reiterate Buy Poonawala, Ebrahim
Banks-US Regionals
Columbia Banking System Inc: Panning for Returns Out West; Initiate at Buy Berman, Brandon
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