ab 21 July 2026 Global Research US Daily Brief Today's Research – July 21, 2026 US Equity Strategy - Market outlook: higher growth not priced (Keith Parker) US equities remain supported by earnings growth, AI demand, and improving breadth; valuation frameworks suggest growth may be underpriced. US Equity Strategy - Sector themes+trades: flywheels at a discount (Keith Parker) Markets are pricing some acceleration as temporary and some durability as permanent. We think both are wrong. Joseph Parkhill Product ...