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CACIB What to expect from May Treasury refunding_

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GS The 720_ Global Semis Equipment

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GS China Hotels_ 1Q26 results preview_ Atour to beat on retail and supply chain growth. HTHT likely inline.

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GS Ero Copper (ERO)_ 1Q26 Weak But In-line

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GS Brazil_ Further Deterioration of 2026 and 2028 Inflation Expectations

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GS AI Adoption Tracker_ April 2026_ Adoption Rises to 19.8

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JPM_International Market Intell Morning Briefing_20260506

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Citi China Property_ Investor Positioning (as of 1 May 2026) and Sector Valuation Overview

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GS ## Marketcolour + Telcos _ Logitech _ ABI _ ZAL _ Scor _ HEI _ BMW ##

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GS MORNING_ 1) FX Trader Call Today, 2) G10 FX Spot Colour, 3) USDJPY Update, 4) Risks of Oil Shortages and 5) CHF and Scandi FX Thoughts

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