USA | US Insights Equity Research May 10, 2025 What You Need to Know We are pleased to present a selection of our most insightful, best-read, and most-watched US content. This week, we update our Mag7 long/short portfolio and make our final estimate on changes expected in the Russell's rebalance. We share views from corporates across healthcare on the changes at the FDA and anticipate an Executive Order on drug pricing as soon as next week. Big picture themes ... Quant Strategy: EPS risk is growing suggeste ...