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2026-11-14Evercore ISIEVERCORE ISI上传者:***等44页摘要
    最近 50 篇研报摘要(供检索与快速浏览,更新于 2026-11-14 14:50)
    1. US Index UpdateJPMorgan · 2026-11-13 · 3页
    2. Global Index MailJPMorgan · 2026-11-13 · 10页
    3. US economic calendarJPMorgan · 2026-11-13 · 5页
    4. Short-Term Fixed Income: The pendulum swingsJPMorgan · 2026-11-13 · 19页
    5. HMH Holding Inc (HMH.O): Floater Activations Could Support 2027 Growth; Projects Remain the Drag – Model UpdateCiti · 2026-11-13 · 11页
    6. US Rates Weekly: Staying long 30y BEsCiti · 2026-11-13 · 26页
    7. DHL Group (DHLn.DE): Model UpdateCiti · 2026-11-13 · 12页
    8. LatAm Agri: Biodiesel: Blending Mandate Likely Not a Short-Term Driver. Margins to Remain PressuredJPMorgan · 2026-11-13 · 8页
    9. Arbor Realty Trust: Model UpdateJPMorgan · 2026-11-13 · 17页
    10. Pharmaceutical Sector Weekly: November 9-13: All July-September results reported, focus on year-end catalystsJPMorgan · 2026-11-13 · 24页
    11. Brazil Beef: Exports by Company (Oct-26): China Restart Kicks Off 4Q26; MBRF Leads, but Cattle Costs Squeeze MarginsJPMorgan · 2026-11-13 · 19页
    12. 医薬品セクターWeekly: 11月9-13日:7-9月決算が出揃う、年末カタリストにも注目JPMorgan · 2026-11-13 · 23页
    13. LLM Football Handicapper Contest - Mid-Season Huddle: Sports Betting | North AmericaMorgan Stanley · 2026-11-13 · 13页
    14. Global Central Bank WatchJPMorgan · 2026-11-13 · 5页
    15. HG & HY Weekly Register: All the Trimmings (and Markdowns)JPMorgan · 2026-11-13 · 20页
    16. US Biotechnology: SMid Biotech Weekly Clin Trial Tracker: Updates for MLTX, ONC, RIGL, and SMMTCiti · 2026-11-13 · 9页
    17. Treasuries: Play the reverse cardJPMorgan · 2026-11-13 · 11页
    18. Energy Infrastructure/MLPs Weekly: Solid Earnings Wrap; BTM Sentiment Check; News Flow; Midstream Leads; DOE & Vogtle Nuclear Fireside Chats AheadJPMorgan · 2026-11-13 · 25页
    19. Interest rate forecastsJPMorgan · 2026-11-13 · 6页
    20. Cable One: 3Q26 Model UpdateJPMorgan · 2026-11-13 · 15页
    21. Zimmer Biomet Holdings Inc: Fine Tuning Organic Sales Math After Accounting for 3Q26 M&AJPMorgan · 2026-11-13 · 8页
    22. Ares Commercial Real Estate Corp.: REO Exits ~$7M Above Carrying Value; Chicago Office Moves Toward TitleJPMorgan · 2026-11-13 · 16页
    23. US Credit Strategy: US Corporate Mutual Fund FlowsCiti · 2026-11-13 · 10页
    24. Tamboran Resources (TBN.N): Post-Earnings Model UpdateCiti · 2026-11-13 · 11页
    25. EM Edge Data Watch: Little boy testing the watersJPMorgan · 2026-11-13 · 34页
    26. TIPS Strategy: No longer waiting for GodotJPMorgan · 2026-11-13 · 10页
    27. Allstate: 3Q26 Wrap: Margins to Decline, but Overall Impact on EPS Modest and PIF Still Set to GrowJPMorgan · 2026-11-13 · 11页
    28. J.P. Morgan Capex Nowcaster: September ticks up as data roll inJPMorgan · 2026-11-13 · 7页
    29. Agency MBS Weekly: Sink or Float?Citi · 2026-11-13 · 26页
    30. Macerich Co (MAC.N): MAC Model UpdateCiti · 2026-11-13 · 13页
    31. NielsenIQ (NIQ.N): AI Upside Becoming More Tangible; Valuation Remains BalancedCiti · 2026-11-13 · 16页
    32. U.S. Interest Rate ForecastJPMorgan · 2026-11-13 · 6页
    33. Sportswear industry: Takeaways from Jul-Sep results at global sportswear companies: European trends and potential acceleration in 4Q sales growth in focusJPMorgan · 2026-11-13 · 8页
    34. Cyrela Brazil Realty (CYRE3.SA): Model Update: Cautious outlook, but still a favorable asymmetryCiti · 2026-11-13 · 14页
    35. Argentina Utilities: Country risk and 2027 election bites on Target PricesCiti · 2026-11-13 · 21页
    36. CVC Brasil (CVCB3.SA): High Debt Costs Overshadow Recovery Potential; Resuming at Neutral/High RiskCiti · 2026-11-13 · 13页
    37. Friday FAQs: Global Q&A on Recent Events in A&D + Airlines: Video WebcastCiti · 2026-11-13 · 2页
    38. York Space Systems (YSS.N): 3Q26 EPS: Model Update & Price Target AdjustmentCiti · 2026-11-13 · 12页
    39. Recursion: Model UpdateJPMorgan · 2026-11-13 · 10页
    40. The Road Ahead – Autos After the MidtermsMorgan Stanley · 2026-11-13 · 7页
    41. Nichicon (6996): Earnings briefing: Raises sales outlook for AI server applications, releases new medium-term planJPMorgan · 2026-11-13 · 12页
    42. Discontinuation of CoverageMorgan Stanley · 2026-11-13 · 11页
    43. Credit Strategy Weekly Update: High Yield and Leveraged Loan ResearchJPMorgan · 2026-11-13 · 56页
    44. Ready or not, here come more tariffsJPMorgan · 2026-11-13 · 7页
    45. Risk Reward UpdateMorgan Stanley · 2026-11-13 · 9页
    46. US Retail Sales Preview: A Slow OctoberMorgan Stanley · 2026-11-13 · 4页
    47. Chugai Pharmaceutical (4519): Foundayo (orforglipron) prescription trends (IQVIA), Week 31 (week ending November 6)JPMorgan · 2026-11-13 · 14页
    48. Short-End Notes: TGA target to keep growingCiti · 2026-11-13 · 13页
    49. Agricultural Markets Weekly: The turning tide - November data delivers support to ailing ags complexJPMorgan · 2026-11-13 · 15页
    50. Rohto Pharmaceutical (4527): 2Q FY2026 results briefing: Management states response to US FDA warning broadly completeJPMorgan · 2026-11-13 · 8页

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