Primer: UniCredit (UCG IM) - Aug 2026
Under the "UniCredit Unlimited"strategy, the bank is demonstrating strong, profitable growth, having achieved a record performance for 22...
90 Views
Focus Remains on Non-A.I. Areas; Europe Remains Attractive; Energy, Gold Miners, Staples, Financials
Focus Remains on Non-A.I. Areas; Europe Remains Attractive; Actionable Themes: Energy, Gold Miners, Consumer Staples, Services, and Financials
137 Views
Unicredit & Crédit Agricole / Banco BPM: Divide and Bid
Crédit Agricole already owns most of the one-third of Banco BPM it could receive in a break-up. That makes the reported UniCredit/CA structure more...
97 Views
Remain Risk-On With Market Dynamics Improving; 6+ Month Base Breakouts for MSCI ACWI Ex-US and EAFE
Remain Risk-On With Market Dynamics Improving; 6+ Month Base Breakouts for MSCI $ACWI ex-US and $EAFE; U.S. Dollar $DXY and 10-Year Yields $TNX...
710 Views
S&P 500 and MSCI ACWI Breaking Out; Upgrading MSCI ACWI to Bullish; Buys in Services, Financials
$SPX and MSCI $ACWI Breaking Out; Upgrading Outlook on ACWI and SPX to Bullish as of last Fridays close above 5783; Buys in Services, Financials;...
688 Views