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Research · Commentary · Gmail%3A8eb62801 0f99 4a92 92a9 A213eae4c03c%40dfw1s10mta1716.xt.local
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GLP-1s are shrinking some appetites; broader use poses a prickly challenge
bofa-research-podcast· Jun 3, 2026Lower prices are unlocking the next leg of GLP-1 growth Several years ago, the bullish case for GLP-1 penetration hinged on lower pricing and the availability of oral options-both of these have materialized over the past 18 months. Yet we remain early in the oral GLP-1 ramp, and
Hawks and Hikes
gmail-imap· Jun 3, 2026What’s the outlook for interest rates? ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
Wellness, part 2: Fostering social connection
gmail-imap· Jun 3, 2026~~~~~~~~~~~~~~~ Bank of America ~~~~~~~~~~~~~~~ Wellness, part 2: Fostering social connection Social connection boosts wellbeing, with live events and pets helping ease loneliness and bring people together. So
UBS Morning audio comment: They’re back
gmail-imap· Jun 3, 2026US President Trump is proposing more tariffs. This round will probably have less of an inflation impact than last year’s tariffs. https://secure.ubs.com/campaign/r/?id=t60a071e0,14ff085a,28e5cdb5&campID=
Must Read Research: Size of the Market, World Cup & Paper Goods, Energy Contingencies, and LatAm Elections
bofa-research-podcast· Jun 2, 2026This week, we discuss why the size of the market continues to expand, how the World Cup is fueling global beverage demand, contingency plans amidst shifting energy segments, the paths that lie ahead for LatAm countries facing elections and an overhead view of global markets where
Waiting for peace…US consumers' resilience…Strategic autonomy…Super El Niño?
gmail-imap· Jun 2, 2026The Eagle Eye Investment Bank 2 June 2026 The Eagle Eye Powering the executive perspective WHAT'S HAPPENING IN MARKETS & ECONOMIES https://live.barcap.com/publiccp/RSR/nyfipubs/barcap-email-mk
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