Research
Analysis with the working shown
Desk reports, ratings, and the macro calendar — written to be read, not skimmed for a rating.
- Reports
- 6
- Active ratings
- 5
- Calendar events
- 6
- Cadence
- Weekly
Library
Recent reports
Full PDFs are available to signed-in accounts.
Macro
Q1 2026 Market Outlook
42 pages · Mar 2026
Equities
AI Infrastructure: The Next Leg
28 pages · Feb 2026
Crypto
Digital Assets After the Halving
35 pages · Feb 2026
Fixed Income
Rates, Refinancing, and Real Assets
18 pages · Jan 2026
Commodities
Energy Transition Capital Flows
24 pages · Jan 2026
FX
Currency Regimes in a Divided World
22 pages · Dec 2025
Ratings
Where the desks stand
Targets are 12-month and are opinions, not promises.
| Symbol | Rating | 12-month target | Implied upside |
|---|---|---|---|
| NVDA | Overweight | $245.00 | +8.8% |
| AAPL | Neutral | $330.00 | -2.0% |
| MSFT | Overweight | $545.00 | +8.9% |
| TSLA | Underweight | $340.00 | -10.5% |
| JPM | Neutral | $350.00 | +3.6% |
Calendar
This week's macro events
Times are exchange-local; importance reflects expected market impact.
MonUS ISM Manufacturing PMIMedium48.6
TueEurozone CPI (YoY)High2.4%
WedUS ADP Employment ChangeMedium132K
ThuBank of England Rate DecisionHigh4.75%
FriUS Nonfarm PayrollsHigh175K
FriCanada Unemployment RateLow6.5%
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