ROADSHOWS: Market Insights on Consumer / Retail Sector and Stocks - Mark Friedman & Marni Shapiro /The Retail Tracker   •   London   29 - 30 Sep 26       China Macro & U.S.-China Policy - Leland Miller /China Beige Book   •     01 - 02 Oct 26       U.S. Elections, Trade, Data Centers, Energy & Power, Sustainability - James Lucier /Capital Alpha Partners   •   London   06 - 08 Oct 26       L/S US Retail and Restaurant Ideas - John Zolidis /Quo Vadis Capital   •   New York   07 - 08 Oct 26      

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Equity Idea Calls
Oil, Markets, Policy, and Geopolitics: Near and Medium Term Outlook

06 Oct 26 14:30 BST / 09:30 EDT / 15:30 CEST

Rapidan Energy Group

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US Equities: Tech Ascendant After Summer Swoon

07 Oct 26 15:00 BST / 10:00 EDT / 16:00 CEST

BCA Research

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Borrowers, Buyers and Balance Sheets: Why the Market Hasn’t Broken Yet?

14 Oct 26 15:00 BST / 16:00 CEST / 10:00 EDT

Satori Insights

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The AI Boom Will Flame Out, but the Next Cycle Will Still Be Capex-Led

27 Oct 26 10:00 GMT / 11:00 CET

Minack Advisors

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A Bessent Problem that Warsh Can’t Solve

28 Oct 26 15:00 GMT / 11:00 EDT / 16:00 CET

Talking Heads Macro

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