Neetu Jhamb - Specialist Sales - US Special Situations AC (1-212) 272-5971 neetu.jhamb@jpmorgan.com J.P. Morgan Securities LLC North America Specialist Sales J P M O R G A N 10 July 2026 JPM | US Special Situations Daily: July 10, 2026 Neetu Jhamb (212) 622 5042 Special Sits Today News & Press JP Morgan Research • Transports 2Q26 Preview: Cautious on NT Road Ahead, But Not Yet At Peak (-JBHT/CSX/NSC, +LTLs) Plus FDX J P M O R G A N Firepower for Buybacks - Brian Ossenbeck - Link See important points from Sl ...

July 10, 2026 01:46 PM GMT Consumer Staples | Europe HPC & Food Scanner trends through 14 June We break out European NielsenIQ data for the 4 weeks to 14 June for HPC and Food Producer companies in the report below. Key Takeaways What's new: Summary of price and volume trends by company here. Market share performance here. Inside, we break down the latest trends in detail by category and company. Europe NielsenIQ data used in this report cover Germany, France, Italy, Spain, the UK, Austria, Belgium, the Net ...

Vi e w p o i n t | 10 Jul 2026 09:41:22 ET │ 9 pages Canada Economics Few signs of sustained strength in June employment data CITI'S TAKE Employment rose by 18.2k jobs in June, stronger than our expectations for flat employment following a very strong increase in May. The unemployment rate moved down to 6.5%, still within the 6.5-7% range that has been consistent with a persistently negative output gap. Divergences across sectors, with very weak goods sector employment but strong services, make us more conv ...

[ T able_StockInfo] 2026 年 07 月 09 日 证券研究报告•公司动态跟踪报告 翰博高新（301321）电子 目标价：——元（6 个月） 数据来源： Choice ，西南证券 请务必阅读正文后的重要声明部分 1 投资要点 西南证券研究院 [Table_Author] 分析师：钱伟伦 执业证号：S1250525070005 邮箱：qwl@swsc.com.cn 联系人：高望集 邮箱：gaowj@swsc.com.cn 买入 （维持） 当前价：52.73 元 收购顺利落地，湿电子化学品国产化加速 | [Table_MainProfit] 指标/年度 | 2025A | 2026E | 2027E | 2028E | | --- | --- | --- | --- | --- | | 营业收入（亿元） | 32.77 | 38.02 | 46.37 | 54.37 | | 增长率 | 39.64% | 16.02% | 21.96% | 17.26% | | 归属母公司净利润（亿元） | -0.97 | 1.51 | 2.61 | 3.25 | | 增长率 | -54.94% | -256 ...

商 品 研 究 2026 年 7 月 10 日 原油：市场获利盘回吐，关注发运 赵旭意 投资咨询从业资格号：Z0020751 zhaoxuyi@gtht.com 研 究 所 1. 外盘原油价格变化 截至当天收盘，WTI 上涨 3.08 美元，收于每桶 73.52 美元，涨幅为 4.37%；Brent 上涨 3.86 美 元，收于每桶 78.02 美元，涨幅为 5.2% 图 1：欧洲布伦特现货价格 图 2：布伦特 M1 资料来源：Bloomberg，国泰君安期货研究 资料来源：Bloomberg，国泰君安期货研究 图 3：布伦特 M1-M2 图 4：布伦特远期曲线 资料来源：Bloomberg，国泰君安期货研究 资料来源：Bloomberg，国泰君安期货研究 0 50 100 150 200 01-02 01-17 02-01 02-16 03-03 03-18 04-02 04-17 05-02 05-17 06-01 06-16 07-01 07-16 07-31 08-15 08-30 09-14 09-29 10-14 10-29 11-13 11-28 12-13 12-29 USD/BBL Euro ...

Where Supply Meets Demand EM flows: Global-mandated EMDD funds saw inflows worth US$918m last week, from US$54m inflows from the prior week. Hard currency: Local currency: July 10, 2026 12:56 PM GMT EM Sovereign Credit Strategy | Global Year-to-date returns stand at 2.88% and 1.56% for hard currency and local currency, respectively. EM credit issuance: There was US$17.5in EM credit issuance this week, compared with US$10.2bn last week. ESG issuance: There was US$1.7bn in ESG-labelled bond issuance in EM thi ...

July 10, 2026 12:16 PM GMT Delta Air Lines, Inc. | North America M Update 2Q26 Results/Guide Quick Takes We believe DAL's solid 2Q print, strong 3Q guide and restored FY guide despite extreme disruption in 2Q should pave the way for the stock to resume its path to $10 normalized EPS and multiple rerating to 15x. We are particularly encouraged that mgmt reiterated that they "are confident in the sustainability of yield and revenue strength" and saw 3Q "revenue growth improving sequentially" – both key tests ...

铜产业链周度报告 范玲 期货从业资格号：F0272984 投资咨询资格号：Z0011970 中航期货 2026-07-10 04 后市研判 目录 01 报告摘要 03 数据分析 02 多空焦点 报告P摘AR要T 01 （1）美国供应管理协会（ISM）公布数据显示，美国6月服务业PMI从上月的54.5降至54，略低于市场预期54.2。就业指数创2024 年以来最大升幅并重回扩张区间，支付价格指数则回落至四个月低点。商业活动和新订单增长有所降温。 （2）美联储理事沃勒认为，前瞻性指引仍是有价值的工具，但需灵活运用，避免束缚政策空间。沃勒支持美联储实现2%通胀目 标，并指出劳动力市场企稳使得货币政策可更关注通胀。 （3）根据央视新闻7月10日报道，双方在军事打击后，外交渠道并未完全关闭，但军事对峙仍在继续，美方已做好了再次打击的 准备。另有分析指出，在7月8日新一轮打击后，伊朗可能会全面关闭霍尔木兹海峡作为回应。 市场焦点 主要观点 宏观面，中东局势再生变数。据新华社报道，美军中央司令部8日对伊朗实施新一轮打击，旨在进一步削弱其威胁霍尔木兹海峡 航运的能力。美国总统特朗普随即宣布美伊谅解备忘录"已终结"。不过，市场 ...

Consumer confidence improves, but spending remains fragile – Consumer confidence rebounded in June for the first time since the escalation of the Middle East conflict, supported by lower oil prices and positive sentiment toward the government's stimulus measures (Fig 5). However, business confidence continued to deteriorate amid cost-push inflation concerns, and our channel checks indicate that low-to middle-income consumers remain cautious, with ongoing downtrading and weaker spending at mass-market retail ...

| M Downloaded by zouguanzhong@cramc.hk | Not for redistribution without written consent of Morgan Stanley | | | --- | --- | --- | | | | Idea | | July 10, 2026 11:55 AM GMT | | | | Alnylam Pharmaceuticals Inc North America | Morgan Stanley & Co. LLC Michael E Ulz | | | | Equity Analyst | | | Amvuttra Monthly Scripts in | Mike.Ulz@morganstanley.com | +1 212 761-4650 | | | Avraham Novick | | | | Research Associate Avi.Novick@morganstanley.com | +1 212 761-2231 | | June Back on Track; Implies | Rohit Bhasin | ...