US Research Published Week ending on July 17, 2026

研报英文原文证据摘录

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