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Mizuho XCCY Weekly 2026-05-01

海外研报

JPM- Alphabet Inc. Working Through the 10-Q; Remains Our Top-Pick; Overweight, $460 PT

海外研报

JPM- US Energy: Megawatts, Molecules & Minerals: What Does Steel Say About the US Economy?, IIJA, Refiners See No Demand Destruction, A BE Comparison, Earnings Previews

海外研报

JPM- THE HOUSE VIEW (& key charts...)

海外研报

JPM- Analog Earnings Buyside Bars | Earnings Previews, Bars & Sentiment

海外研报

UBS- US Economics Weekly NFP next, amidst mounting hawkishness

海外研报

UBS- India Economic Perspectives India: Key themes and possible surprises

海外研报

UBS- Global Strategy 13 (vs 6+2) Reasons To Tactically Favour Large Caps over Small Caps

海外研报

GS Americas Chemicals_ Risk increasing for TiO2 stocks

海外研报

MS- Energy Services Equipment- Earnings Recaps (NOV, NBR) & Week Ahead Outlook: (+) ACDC, HP, PRM; (=) RIG; (-) TS

海外研报