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Inflation / Equity
- US Daily Brief "Today's Research – December 16, 2022" Parkhill by UBS AG
- US Daily Brief "Today's Research – December 20, 2022" Parkhill by UBS AG
- US Daily Brief "Today's Research – December 21, 2022" Parkhill by UBS AG
- US Daily Brief "Today's Research – December 22, 2022" Parkhill by UBS AG
- US Daily Brief "Today's Research – January 04, 2023" Parkhill by UBS AG
- AZEK Company Inc "Downgrade to Neutral - Shorter-term headwinds for a..." by UBS AG
- US Daily Brief "Today's Research – January 05, 2023" Parkhill by UBS AG
- US Daily Brief "Today's Research – January 09, 2023" Parkhill by UBS AG
- US Daily Brief "Today's Research – January 10, 2023" Parkhill by UBS AG
- KB Home "Lower estimates & PT post tough FY4Q22" (Buy) Lovallo by UBS AG
- US Daily Brief "Today's Research – January 12, 2023" Parkhill by UBS AG
- US Daily Brief "Today's Research – January 13, 2023" Parkhill by UBS AG
- US Daily Brief "Today's Research – January 19, 2023" Parkhill by UBS AG
- First Read: D.R. Horton Inc "DHI delivers again in a tough FY1Q23 macro -..." by UBS AG
- LatAm TMT "Macro Series - Inflation: Tech is better positioned in an..." by UBS AG
- First Read: PulteGroup Inc "Solid 4Q for PHM in challenging environment -..." by UBS AG
- US Daily Brief "Today's Research – January 17, 2023" Parkhill by UBS AG
- US Building "4Q22 earnings preview; could Spring be coiled for housing..." by UBS AG
- US Building "Expert call series: key takeaways from a fireside chat with..." by UBS AG
- D.R. Horton Inc "Raise PT on potential nascent housing momentum" (Buy) Lovallo by UBS AG
- European Building Materials "2023 outlook: a balancing act" Kuglitsch by UBS AG
- NVR Inc "Raise PT to $5,300 following solid 4Q results" (Neutral) Lovallo by UBS AG
- Jeronimo Martins "Room for negative surprises; downgrade to Sell" (Sell) Potyra by UBS AG
- Advanced Drainage Systems Inc "Lower estimates post FY3Q; maintain $94 PT" by UBS AG
- First Read: Advanced Drainage Systems Inc "FY3Q23 softer than expected -..." by UBS AG
- US Daily Brief "Today's Research – December 19, 2022" Parkhill by UBS AG
- CEE Consumer sector "Frugal Christmas and a tight 2023 but disinflation..." by UBS AG
- Rental Equipment Industry Survey "Rental managers see a positive outlook..." by UBS AG
- US Daily Brief "Today's Research – January 03, 2023" Parkhill by UBS AG
- US Building "UBS Evidence Lab inside: 4Q housing intentions remain..." by UBS AG
- US Building "2023: The Year Ahead - early to bed, early to rise" Lovallo by UBS AG
- US Daily Brief "Today's Research – January 06, 2023" Parkhill by UBS AG
- US Building "UBS Evidence Lab inside: December home search activity..." by UBS AG
- US Daily Brief "Today's Research – January 11, 2023" Parkhill by UBS AG
- US Building "Expert call series: key takeaways from a former concrete..." by UBS AG
- US Building "Expert call series: key takeaways from a former WMS sales..." by UBS AG
- Rental Equipment Industry Survey "UBS Rental Survey ends 2022 on a..." by UBS AG
- US Daily Brief "Today's Research – January 20, 2023" Parkhill by UBS AG
- US Daily Brief "Today's Research – January 26, 2023" Parkhill by UBS AG
- D.R. Horton Inc "DHI FY1Q23 earnings debrief takeaways" (Buy) Lovallo by UBS AG
- Vinci "In a sweet spot" (Buy) Kuglitsch by UBS AG
- US Daily Brief "Today's Research – January 18, 2023" Parkhill by UBS AG
- US Daily Brief "Today's Research – January 23, 2023" Parkhill by UBS AG
- US Daily Brief "Today's Research – January 24, 2023" Parkhill by UBS AG
- US Daily Brief "Today's Research – January 25, 2023" Parkhill by UBS AG
- US Daily Brief "Today's Research – January 27, 2023" Parkhill by UBS AG
- PulteGroup Inc "Raise PT on settling housing market" (Buy) Lovallo by UBS AG
- First Read: Meritage Homes Corporation "Good execution in a challenging..." by UBS AG
- Meritage Homes Corporation "Lower estimates, but valuation re-rate poised..." by UBS AG
- PulteGroup Inc "PHM 4Q22 earnings debrief takeaways" (Buy) Lovallo by UBS AG