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🗂️ KEF 研报脑图 · 批次 2026-07-12-batch2 KEF-FACTORY-2026-07-12-batch2

skill a129-research-mindmap-factory 全自动:采集顶尖投行最新研报 → 读一级源 KEF 忠实提取 → 一张整合大脑图 → 上线。绿=已上线可点。承重数字均署名机构+日期;每页含证据审计支+原文一级源验证按钮。建批次:2026-07-12。

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#机构报告日期质量状态脑图原文
1BlackRock Investment InstituteWeekly Market Commentary2026-07-06tier2✅ 已上线打开原文↗
2Capital Group2026 Midyear Outlook: Stock Market — 3 Themes for H22026-06tier2✅ 已上线打开原文↗
3DeloitteWeekly Global Economic Update (May 2026)2026-05tier2✅ 已上线打开原文↗
4Federal ReserveMinutes of the FOMC, June 16-17, 20262026-07-08tier2✅ 已上线打开原文↗
5Franklin Templeton InstituteThe World Didn't Break: 2026 Mid-Year Investment Outlook2026-07-02tier2✅ 已上线打开原文↗
6Goldman Sachs ResearchS&P 500 Forecast to Climb as Earnings Growth Powers Stocks H2026-05-27tier2✅ 已上线打开原文↗
7Goldman Sachs ResearchGlobal Stocks Are Projected to Return 11% in the Next 12 Months2026-05tier2✅ 已上线打开原文↗
8Goldman Sachs ResearchIs Nuclear Energy the Answer to AI Data Centers' Power?2026-05tier2✅ 已上线打开原文↗
9ING Research (THINK)ING Monthly: The World Economy at Half-Time2026-07tier2✅ 已上线打开原文↗
10J.P. Morgan Asset ManagementGuide to the Markets Q3 20262026-07tier2✅ 已上线打开原文↗
11Janus HendersonInvestment Outlook Mid-Year 2026 (Market GPS)2026-06tier2✅ 已上线打开原文↗
12Julius BaerMarket Outlook Mid-Year 2026 — Riding the Investment Wave2026-06tier2✅ 已上线打开原文↗
13LPL Financial2026 Midyear Outlook2026-07-09tier2✅ 已上线打开原文↗
14LazardGlobal Mid-Year Outlook 2026: Three Core Convictions2026-06-24tier2✅ 已上线打开原文↗
15Loomis SaylesJuly 2026 Investment Outlook2026-07tier2✅ 已上线打开原文↗
16MetLife Investment Management2026 Midyear Multi-Asset Outlook: From AI Promise to Delivery2026-06tier2✅ 已上线打开原文↗
17Morgan Stanley Investment ManagementThe BEAT: Q3 20262026-07tier2✅ 已上线打开原文↗
18Morgan Stanley ResearchGLP-1 Market Expected to More Than Double by 20352026-04-22tier2✅ 已上线打开原文↗
19MorningstarQ3 2026 Stock Market Outlook: Balanced Risks, Selective Opportun2026-06-30tier2✅ 已上线打开原文↗
20Natixis CIB ResearchMid-Year Outlook: Markets survived the war; can they survive War2026-07tier2✅ 已上线打开原文↗
21Oliver WymanDigital assets reshaping the future of wholesale banking2026-05tier2✅ 已上线打开原文↗
22Oliver Wyman7 top trends reshaping retail banking distribution in 20262026-04tier2✅ 已上线打开原文↗
23People's Bank of ChinaChina Monetary Policy Implementation Report, Q1 20262026-05tier2✅ 已上线打开原文↗
24Pictet Asset ManagementJuly Barometer of Financial Markets Outlook2026-07tier2✅ 已上线打开原文↗
25Raymond James (Larry Adam)Investing Outlook: Strength, Surprises and the Road Ahead2026-07tier2✅ 已上线打开原文↗
26Russell Investments2026 Mid-Year Global Market Outlook: Resilience and Watchpoints2026-06tier2✅ 已上线打开原文↗
27S&P Global RatingsCredit Trends: Global Issuance Forecast And Financing Conditions2026-Q2tier2✅ 已上线打开原文↗
28State StreetMarket Signals and Shifts: Midyear Update 20262026-06tier2✅ 已上线打开原文↗
29T. Rowe Price2026 Midyear Market Outlook: Five Shifts Reshaping Markets2026-06tier2✅ 已上线打开原文↗
30Wellington Management2026 Midyear Investment Outlook2026-06tier2✅ 已上线打开原文↗
31EY-ParthenonForecasts resilient 8% growth in US dealmaking in 20262026-06tier3✅ 已上线打开原文↗
32Moody's AnalyticsU.S. Weekly Highlights and Preview: June 26, 2026 (Economic View2026-06-26tier3✅ 已上线打开原文↗
33Morgan StanleyIndia's Next Market Phase (2026 India outlook)2026-06-12tier3✅ 已上线打开原文↗
34Goldman SachsUS Market Pulse June 20262026-061✅ 已上线打开原文↗
35J.P. Morgan2026 Mid-Year Outlook: Promise and Pressure2026-051✅ 已上线打开原文↗
36CitiThe Chief Investment Office Perspective 2026 Q2 Macro Investment2026-041✅ 已上线打开原文↗
37Wells Fargo2026 Midyear Outlook: Keeping Discipline in Noisy Markets2026-061✅ 已上线打开原文↗
38UBSHouse View June 2026: Stirred, not shaken?2026-061✅ 已上线打开原文↗
39NomuraIndividual Investor Survey - June 20262026-06-111✅ 已上线打开原文↗
40Fidelity InternationalMid-Year Outlook 2026: The Shock Absorbers2026-061✅ 已上线打开原文↗
41Invesco2026 Midyear Investment Outlook: A World Disrupted, Resilience E2026-061✅ 已上线打开原文↗
42NuveenGlobal Investment Committee Midyear 2026 Outlook: The Concentrat2026-06-231✅ 已上线打开原文↗
43Fitch RatingsGlobal Economic Outlook – June 2026: Oil Price Shock Hits Global2026-061✅ 已上线打开原文↗
44Conference BoardLeading Economic Index (LEI) for the US – June 2026 Press Releas2026-061✅ 已上线打开原文↗
45IMFWorld Economic Outlook Update July 2026: Global Economy in Cross2026-07-081✅ 已上线打开原文↗
46Bank of JapanStatement on Monetary Policy June 16 2026 (加息至1.00%)2026-06-161✅ 已上线打开原文↗
47BISAnnual Economic Report 2026: From resilience to robustness?2026-06-281✅ 已上线打开原文↗
48OECDEconomic Outlook June 2026 Volume 2026/1: Under Pressure2026-06-031✅ 已上线打开原文↗
49J.P. Morgan2026 Mid-Year Market Outlook: Promise and Pressure2026-061✅ 已上线打开原文↗
50Goldman SachsMacro Outlook 2026: Sturdy Growth, Stagnant Jobs, Stable Prices2026-062✅ 已上线打开原文↗