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Must Read Research: High Bar for 2Q; Netflix; Heatwaves and Corn; US TSY Softening Demand
T.J. Thornton, Candace Browning
Civita "Supermanian" projects a robust Q2 2026 earnings season driven by a 28% year-on-year EPS growth forecast, with technology and semiconductors leading the charge despite IBM's record-breaking stock decline. In the consumer tech sector, Netflix faces intense valuation scrutiny over declining engagement metrics and a 50% stock pullback, even as analysts debate the longevity of its ad-supported revenue model against competition from short-form platforms. Concurrently, global agriculture confronts severe supply risks from Northern Hemisphere heatwaves threatening EU corn output, while US Treasury markets navigate diminishing foreign demand as Japanese holdings stagnate and participation in auctions slips below 20%.