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Inflation / Equity
- European Insurance "Reinsurers: Set for a noisy month of reporting" Hardcastle by UBS AG
- US Daily Brief "Today's Research – October 11, 2022" Parkhill by UBS AG
- US Daily Brief "Today's Research – October 12, 2022" Parkhill by UBS AG
- US Daily Brief "Today's Research – October 14, 2022" Parkhill by UBS AG
- US Building "Expert call series: key takeaways from CFO of a large private..." by UBS AG
- US Daily Brief "Today's Research – October 19, 2022" Parkhill by UBS AG
- US Daily Brief "Today's Research – October 20, 2022" Parkhill by UBS AG
- US Building "Expert call series: key takeaways from Chairman of a large..." by UBS AG
- US Building "Expert call series: key takeaways from CFO of national..." by UBS AG
- US Daily Brief "Today's Research – October 25, 2022" Parkhill by UBS AG
- First Read: PulteGroup Inc "3Q22 slightly below expectations in tough op...." by UBS AG
- PulteGroup Inc "Lower estimates, but maintain PT post 3Q22" (Buy) Lovallo by UBS AG
- First Read: Owens Corning "Solid 3Q results; 4Q outlook seems encouraging" (Buy) by UBS AG
- US Daily Brief "Today's Research – October 26, 2022" Parkhill by UBS AG
- First Read: Meritage Homes Corporation "Strong 3Q on better than expected..." by UBS AG
- Fortune Brands Home & Security Inc "Lower est. & PT post 3Q22" (Buy) Lovallo by UBS AG
- Meritage Homes Corporation "Reset estimates post 3Q22, but stock has room..." by UBS AG
- US Building "UBS Evidence Lab inside: Is working from home a home run for..." by UBS AG
- Mohawk Industries Inc "Lower estimates & PT post 3Q22" (Neutral) Lovallo by UBS AG
- First Read: JELD-WEN Holding Inc "3Q22 revenue above UBSe, but margins..." by UBS AG
- US Daily Brief "Today's Research – November 1, 2022" Parkhill by UBS AG
- US Daily Brief "Today's Research – November 2, 2022" Parkhill by UBS AG
- US Daily Brief "Today's Research – November 3, 2022" Parkhill by UBS AG
- Advanced Drainage Systems Inc "Reduce est. & PT, but remain Neutral on WMS" by UBS AG
- European Multi-line insurers "Multi-Lines sub-sector preference, upgrade..." by UBS AG
- US Daily Brief "Today's Research – October 10, 2022" Parkhill by UBS AG
- US Building "3Q22 earnings preview; it's going to be bumpy" Lovallo by UBS AG
- US Daily Brief "Today's Research – October 13, 2022" Parkhill by UBS AG
- US Daily Brief "Today's Research – October 17, 2022" Parkhill by UBS AG
- US Daily Brief "Today's Research – October 18, 2022" Parkhill by UBS AG
- US Building "Stocks spooked by specter of rates/delinquencies - levitation..." by UBS AG
- Rental Equipment Industry Survey "Business conditions remain positive and..." by UBS AG
- US Daily Brief "Today's Research – October 21, 2022" Parkhill by UBS AG
- US Daily Brief "Today's Research – October 24, 2022" Parkhill by UBS AG
- First Read: Armstrong World Industries Inc "3Q22 below expectations" (Sell) by UBS AG
- Armstrong World Industries Inc "Lower estimates & PT post 3Q22" (Sell) Lovallo by UBS AG
- First Read: NVR Inc "Slightly raise PT to $4,500 post 3Q22" (Neutral) Lovallo by UBS AG
- First Read: Masco Corporation "Tough 3Q22 and outlook - first take" (Buy) by UBS AG
- Owens Corning "Slightly lower est. & PT post 3Q22" (Buy) Lovallo by UBS AG
- Masco Corporation "Lower estimates & PT post 3Q results" (Buy) Lovallo by UBS AG
- US Daily Brief "Today's Research – October 27, 2022" Parkhill by UBS AG
- First Read: Mohawk Industries Inc "3Q22 a bit light; 4Q22 outlook well..." by UBS AG
- US Daily Brief "Today's Research – October 28, 2022" Parkhill by UBS AG
- US Daily Brief "Today's Research – October 31, 2022" Parkhill by UBS AG
- JELD-WEN Holding Inc "Lower est. & PT post 3Q22, but stock set-up could be..." by UBS AG
- Trex Company Inc "Pulling back on estimates & PT post 3Q22" (Neutral) Lovallo by UBS AG
- Mohawk Industries Inc "MHK 3Q22 earnings debrief takeaways" (Neutral) Lovallo by UBS AG
- First Read: Advanced Drainage Systems Inc "FY2Q23 slighty below forecast;..." by UBS AG
- US Daily Brief "Today's Research – November 4, 2022" Parkhill by UBS AG
- US Building "UBS Evidence Lab inside: October home search activity spooked..." by UBS AG