FirstLook

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FirstLook

Electrical Equipment & Multi-Industry China Research

Overnight (N)Oats... FPS F3Q26 results +ve electrical China – Banquet Attendees Could Mean Business Page 20

demand: HUBB, NVT, SU, ABB, SIE Page 14 Neo Wang

Alexander Virgo

Auto Dealers Survey

REITs Auto Dealers Survey Moderates Further Following A Strong

Fund Flows Report Page 15 March Page 21

Steve Sakwa Oscar Sloterbeck

Payments, Processors & IT Services China Sales Survey

Clearing the Path to CLARITY Page 16 China Sales Survey Softens Mid-May Page 21

Adam Frisch Oscar Sloterbeck

Payments, Processors & IT Services Employment Cos. Survey

Frisch from the Hill: CLARITY passes in Committee...onto Employment Cos. Survey Ticks Down After Recent

the Senate Page 16 Improvement Page 22

Surface Transportation Europe Sales Survey

Weekly Transports Recap: The Montgomery Edition – Europe Sales Survey Has Moved Lower In Two Of The Past

Uncertainty, Hyperbole, and Volatility Page 16 Three Weeks Page 22

Jonathan Chappell Oscar Sloterbeck

Company Updates House Price Survey

Evercore ISI House Price Survey Holds Steady Page 23Devon Energy (DVN)

Resuming Coverage at In Line Page 17 James Walsh

Chris Baker In Line

Manufacturing & Chemical Cos. Survey

Manufacturing & Chemical Cos. Surveys Both ExperienceBiogen Inc. (BIIB)

A Slower Week Page 23

tau in alzh - is it real? what exactly did Biogen say? Page 18

Oscar Sloterbeck

Umer Raffat Outperform

Restaurants Survey

Gemini Space Station, Inc (GEMI) Restaurants Survey Steady Following Slower Start To May

1Q26 quick take - New capital, same issues Page 18 Page 24

Adam Frisch In Line Oscar Sloterbeck

Applied Materials, Inc. (AMAT) Shopping Guide Cos. Survey

AprQ25 Beat/Raise: Unprecedented Visibility. Reiterate Top Shopping Guide Cos. Survey Pulls Back As The Overall