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2Q26 Earnings Preview: Positive Backdrop-20260713
摩根士丹利· 2026-07-13 13:12
July 13, 2026 04:01 AM GMT Business & Education Services | North America 2Q26 Earnings Preview: Positive Backdrop We look at 2Q commentary from our Business Services companies ahead of earnings. Similarly to 1Q, we expect any organic growth weakness to be punished and attributed to AI, while investors will be looking forward towards implied 2H performance. Key Takeaways How are we thinking about the set-up into 2Q? Strong issuance (+20%), capital market activity (M&A announcements+64%), ETF AUM linked to MS ...