rank	institution	title	report_date	tier	theme	batch_date	url
1	Morgan Stanley Research	Midyear Economic Outlook 2026: AI Drives Resilient Growth	2026-05	tier2	宏观经济/AI	2026-07-10	https://www.morganstanley.com/insights/articles/economic-outlook-midyear-2026
2	Goldman Sachs	Tracking Trillions: The Assumptions Shaping the Scale of the AI Build-Out	2026-06-06	tier2	AI资本开支/算力	2026-07-10	https://www.goldmansachs.com/insights/articles/tracking-trillions-the-assumptions-shaping-scale-of-the-ai-build-out
3	Morgan Stanley	Powering AI: Markets Race to Invest in AI Energy Solutions	2026-Q2	tier2	AI用电/电网/能源转型	2026-07-10	https://www.morganstanley.com/insights/articles/powering-ai-energy-market-outlook-2026
4	IMF	Global Financial Stability Report, April 2026	2026-04-14	tier1	全球金融稳定	2026-07-10	https://www.imf.org/-/media/files/publications/gfsr/2026/april/english/text.pdf
5	Federal Reserve	Financial Stability Report, May 2026	2026-05-08	tier1	美国金融稳定	2026-07-10	https://www.federalreserve.gov/publications/files/financial-stability-report-20260508.pdf
6	Citi Institute (GPS)	Tokenization 2030: Wall Street On-Chain	2026-06	tier1	代币化/稳定币	2026-07-10	https://www.citigroup.com/rcs/citigpa/storage/public/Citi_Institute_GPS_Report_Tokenization_2030.pdf
7	ECB	Financial Stability Review, May 2026	2026-05-27	tier1	欧元区金融稳定	2026-07-10	https://www.ecb.europa.eu/press/financial-stability-publications/fsr/pdf/ecb.fsr202605~50566915a7.en.pdf
8	J.P. Morgan (Michael Cembalest)	Eye on the Market Special Edition: Semiquincententacles	2026-06	tier1	美国市场主导/专题	2026-07-10	https://cdn.jpmorganfunds.com/content/dam/jpm-am-aem/global/en/insights/eye-on-the-market/semiquincententacles-amv.pdf
9	J.P. Morgan (Michael Cembalest)	Eye on the Market: Abandon Ship	2026-05-04	tier1	宏观专题	2026-07-10	https://cdn.jpmorganfunds.com/content/dam/jpm-am-aem/global/en/insights/eye-on-the-market/abandon-ship-amv.pdf
10	J.P. Morgan Private Bank	2026 Mid-Year Outlook: Promise and Pressure	2026-05-11	tier1	中期宏观/资产配置展望	2026-07-10	https://www.jpmorgan.com/content/dam/jpmorgan/documents/wealth-management/mid-year-outlook-2026.pdf
11	IMF	World Economic Outlook Update, July 2026	2026-07-08	tier1	全球增长/通胀	2026-07-10	https://www.imf.org/-/media/files/publications/weo/2026/update/july/english/text.pdf
12	Federal Reserve	Beige Book, June 2026	2026-06-03	tier1	美国区域经济状况	2026-07-10	https://www.federalreserve.gov/monetarypolicy/files/BeigeBook_20260603.pdf
13	Federal Reserve	FOMC Summary of Economic Projections	2026-06-17	tier1	利率/点阵图	2026-07-10	https://www.federalreserve.gov/monetarypolicy/fomcprojtabl20260617.htm
14	McKinsey Global Institute	Catalyzing competitiveness: where investment happens and why	2026-06-30	tier2	竞争力/投资/AI资本开支	2026-07-10	https://www.mckinsey.com/mgi/our-research/catalyzing-competitiveness-where-investment-happens-and-why
15	Bank of America Global Research	Global Fund Manager Survey — June 2026	2026-06	tier4	仓位调查	2026-07-10	https://macenews.com/bofa-global-research-fund-manager-survey-global-investors-pare-risk-holdings-in-june-but-remain-stay-positive-on-world-growth-prospects/
16	Bank of America Global Research	Global Fund Manager Survey — May 2026	2026-05	tier4	仓位调查	2026-07-10	https://www.hedgefundtips.com/may-2026-bank-of-america-global-fund-manager-survey-results-summary/
17	Apollo	Torsten Slok's Mid-Year Outlook: Three Forces Driving Markets	2026-06-24	tier2	宏观/AI驱动增长	2026-07-10	https://www.apollo.com/insights-news/insights/the-view-from-apollo/2026/06/2026-mid-year-outlook
18	Vanguard	AI, oil, and a changing global economy (2026 midyear outlook update)	2026-06	tier2	AI与油价冲击/中期展望	2026-07-10	https://corporate.vanguard.com/content/corporatesite/us/en/corp/vemo/ai-oil-changing-global-economy.html
19	BCG	Global Asset Management Report 2026 (24th edition)	2026-04-28	tier1	资管/AI	2026-07-10	https://web-assets.bcg.com/78/cf/bbb3a3044db782077c75b907d719/2026-gam-report-apr-2026.pdf
20	Bank of England	Financial Stability Report, July 2026	2026-07-07	tier1	英国金融稳定	2026-07-10	https://www.bankofengland.co.uk/-/media/boe/files/financial-stability-report/2026/financial-stability-report-july-2026.pdf
21	BIS	Quarterly Review, June 2026	2026-06-15	tier1	央行操作/FX结算	2026-07-10	https://www.bis.org/publ/qtrpdf/r_qt2606.pdf
22	BIS	Annual Economic Report 2026	2026-06-28	tier1	央行/金融稳定	2026-07-10	https://www.bis.org/publ/arpdf/ar2026e.htm
23	Morgan Stanley Research	2026 Midyear Investment Outlook: Constructive, Not Complacent	2026-05	tier2	中期资产配置展望	2026-07-10	https://www.morganstanley.com/insights/articles/investment-outlook-midyear-2026
24	Barclays Investment Bank Research	Q3 2026 Global Outlook — Solid Fundamentals, Fewer Bargains	2026-07	tier2	投行季度展望	2026-07-10	https://www.ib.barclays/research/global-outlook/q3-2026-solid-fundamentals-fewer-bargains.html
25	IMF	Regional Economic Outlook: Asia and Pacific, April 2026	2026-04-16	tier2	亚太经济展望	2026-07-10	https://www.imf.org/en/publications/reo/apac/issues/2026/04/16/regional-economic-outlook-for-asia-and-pacific-april-2026
26	UBS Chief Investment Office (Global Wealth Mgmt)	UBS House View — June 2026	2026-06	tier1	财富管理月度展望	2026-07-10	https://advisors.ubs.com/mediahandler/media/808505/UBS%20House%20View%20for%20June%202026.pdf
27	UBS Global Wealth Management	Global Wealth Report 2026	2026-06-30	tier1	全球财富报告	2026-07-10	https://www.ubs.com/content/dam/assets/wm/static/gwr/global-wealth-report-en-2026.pdf
28	UBS Chief Investment Office	UBS House View Monthly Letter — July 2026	2026-07	tier1	CIO月度信	2026-07-10	https://www.ubs.com/global/en/wealthmanagement/insights/chief-investment-office/house-view/2026/weekly-key-messages
29	FSB (Financial Stability Board)	Report on Vulnerabilities in Private Credit	2026-05-06	tier1	私募信贷/非银风险	2026-07-10	https://www.fsb.org/uploads/P060526.pdf
30	HSBC Asset Management	Mid-Year Investment Outlook 2026 (Two Shocks and a Boom)	2026-06	tier2	中期展望/新兴市场AI	2026-07-10	https://www.assetmanagement.hsbc.com.hk/en/institutional-investor/mid-year-investment-outlook
31	World Bank	Global Economic Prospects, June 2026	2026-06-11	tier1	全球增长展望	2026-07-10	https://thedocs.worldbank.org/en/doc/2b672b3b0415d6b66c45b66579db4ef5-0050012026/original/GEP-Jun-2026.pdf
32	ECB	Economic Bulletin, Issue 4, 2026	2026-06-25	tier2	欧元区经济货币形势	2026-07-10	https://www.ecb.europa.eu/press/economic-bulletin/html/eb202604.en.html
33	Goldman Sachs Research	The impact of the AI capex boom on S&P 500 return on equity	2026-06-12	tier1	AI资本开支/股市ROE	2026-07-10	https://www.gspublishing.com/content/research/en/reports/2026/06/12/50f004d3-b246-4366-9d7d-0bc7e845644b.html
34	KKR (Henry McVey)	2026 Mid-Year Global Macro Outlook: The Divergence Conundrum (full PDF)	2026-06-10	tier1	宏观/私募/安全资产	2026-07-10	https://www.kkr.com/content/dam/kkr/insights/pdf/2026-mid-year-outlook.pdf
35	MSCI	The State of Private Markets 2026: Building for what's next	2026-05-12	tier2	私募市场/私募信贷	2026-07-10	https://www.msci.com/research-and-insights/paper/the-state-of-private-markets-2026
36	World Gold Council	Central Bank Gold Reserves Survey 2026	2026-06-16	tier2	黄金/去美元化/央行购金	2026-07-10	https://www.gold.org/goldhub/research/central-bank-gold-reserves-survey-2026
37	Deutsche Bank Private Bank CIO	Perspectives — Economic and Asset Class Outlook June 2026	2026-06	tier1	经济与资产类别展望	2026-07-10	https://www.deutsche-bank.it/files/documents/2026-CIO/Economic-and-asset-class-outlook-June-2026.pdf
38	Bank of Japan	Outlook for Economic Activity and Prices, April 2026	2026-04-28	tier1	日本经济物价展望	2026-07-10	https://www.boj.or.jp/en/mopo/outlook/gor2604b.pdf
39	Goldman Sachs Research	Why AI Companies May Invest More than 500 Billion in 2026	2026-06	tier2	AI资本开支	2026-07-10	https://www.goldmansachs.com/insights/articles/why-ai-companies-may-invest-more-than-500-billion-in-2026
40	Deutsche Bank Research (flow)	Macro outlook: when AI meets geopolitics	2026-06	tier3	宏观AI与地缘	2026-07-10	https://flow.db.com/topics/macro-and-markets/macro-outlook-when-ai-meets-geopolitics
41	Wells Fargo Investment Institute	2026 Midyear Outlook: Keeping Discipline in Noisy Markets	2026-06-17	tier1	中期展望	2026-07-10	https://www.wellsfargomedia.com/im/ps/research/wfii/wfii_reports/investment_strategy/outlook_report.pdf
42	PIMCO	Rupture and Resilience: 2026 Secular Outlook	2026-06	tier2	长期宏观/债券	2026-07-10	https://www.pimco.com/us/en/insights/rupture-and-resilience
43	ECB	Monetary policy decision, June 2026	2026-06-11	tier3	欧元区货币政策	2026-07-10	https://www.ecb.europa.eu/press/pr/date/2026/html/ecb.mp260611~4d41bd5e83.en.html
44	BCG	Global Wealth Report 2026: The Great Reordering (26th edition)	2026-05	tier1	财富管理	2026-07-10	https://web-assets.bcg.com/27/09/094ed67e49ffbd469d130d73842d/2026-gwr-may-2026-n.pdf
45	OECD	Economic Outlook, Volume 2026 Issue 1 (PDF)	2026-06	tier1	宏观预测	2026-07-10	https://www.oecd.org/content/dam/oecd/en/publications/reports/2026/06/oecd-economic-outlook-volume-2026-issue-1_8be0dba6/2d1956f0-en.pdf
46	Barclays Private Bank	Mid-Year Outlook 2026 — Power Struggle	2026-06	tier2	私行中期展望	2026-07-10	https://privatebank.barclays.com/insights/mid-year-outlook-06-2026/
47	BNP Paribas Asset Management	Mid-Year Outlook: Prospects remain upbeat for equity and fixed income	2026-07	tier2	中期展望	2026-07-10	https://www.bnpparibas-am.com/en/portfolio-perspectives/mid-year-outlook-prospects-remain-upbeat-for-equity-and-fixed-income-investors/
48	Fidelity Investments	2026 Midyear Outlook for the Economy and Markets	2026-06	tier2	中期经济与市场展望	2026-07-10	https://www.fidelity.com/learning-center/trading-investing/economic-outlook
49	Amundi Investment Institute	Midyear Investment Outlook 2026: The Power of Endurance	2026-06	tier2	韧性的力量	2026-07-10	https://research-center.amundi.com/article/midyear-investment-outlook-2026-power-endurance-outerblue-convictions
50	Fitch Ratings	Global Economic Outlook – June 2026	2026-06	tier1	宏观/增长下调	2026-07-10	https://your.fitch.group/rs/732-CKH-767/images/MASTER%20GEO%20JUNE%202026%20Excerpt.pdf