普通外文研报
US Research Published: Week ending on July 10, 2026
研报英文原文证据摘录
US Research Published: Week ending on July 10, 2026
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GEMs Flow Talk: YTD quality rises, 80% are upgrades; Xovers here, declining demand fades Brauer, Jane
What’s priced in: BOI likely to cut this week; BCRP, BNM and NBP on hold Diaz, Pedro
Emerging Markets Economics
Mexico Watch: Headline and core keep falling in June despite the World Cup Capistran, Carlos
El Salvador Viewpoint: Fiscal and growth are what matters; the rest will come around Muller, Alexander
Argentina Watch: Financial plan 2026-27 unveiled. Rondeau, Sebastian
Chile Watch: Inflation surprises on the upside in June Rondeau, Sebastian
Entertainment
Formula One: Revving up the sponsorship engine Navon, Brent
iHeartMedia, Inc.: Stable outlook for 2Q; Expanding NFLX partnership an encouraging sign Reif Ehrlich, Jessica
Financial Services-Consumer/Commercial
Consumer Finance: 2Q Preview: looking for clues for what 2H will bring in 2Q earnings Bhatia, Mihir
Consumer Finance: Late fee redux Bhatia, Mihir
Goldman Sachs BDC, Inc.: Near-term credit headwinds & dividend reset; Downgrade to
Underperform Hewett, Derek
Banks - Brazil: Government tightens the economics of private payroll loans Pierry, Mario
Banks - Mexico: 2Q26 earnings calendar: loan engines reignite, earnings stay in check Pierry, Mario
Food
Packaged Food Industry: Packaged Food scanner trends; Mid period update for period
ending 6/27/26 Galbo, Peter
Food Processors
BellRing Brands Inc: Michael Axelrod appointed President & CEO effective 7/29 Deswandhy, Yasmine
Gas Utilities
Black Hills Corp: Watt’s the Q2’26 number for BKH? Fowler, Ross
Health Care
Health Care Facilities: For profit hospitals to get a 10% rate update in Outpatient Fischbeck, Kevin
Health Care Facilities: Hospital Survey: Q2 shows signs of deceleration in volumes Fischbeck, Kevin
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