Global Research and Market Insights
July 13, 2025
Must Read Research: The bar is low for 2Q earnings
When flying a kite at the beach, stay away from crowds and don’t run out of string. This week, we spotlight an industry less congested with investors but with strong cash flow and alpha potential, discuss why the S&P may find altitude gains challenging from here and feature a conversation about the forces lifting the nuclear power story.
Also featuring commentary from Global Economic Weekly
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Global trends need global vision
Each week, our analysts discuss what’s emerging in global markets on the Global Research Unlocked™ podcast.

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