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Research: Broker notes on sectors, macro, rates and strategy

AllSectorThematicMacroStrategyRatesCreditOther
All brokersGoldman SachsMorgan StanleyJ.P. MorganBernsteinNomuraUBSBofA SecuritiesDeutsche BankHSBCBarclaysCitiJefferiesABG Sundal CollierPeking University NERCWedbush Securities
  • Goldman Sachs·2026-04-26Sector

    IT.USTRI.USEFX.USFDS.USMCO.USSPGIVRSK.US
  • Morgan Stanley·2026-04-24Sector

  • UBS·2026-02-02Sector

    PLV HCC met coal price: ~$250/t, highest in >12 monthsFeb 2026
  • Morgan Stanley·2023-09-07Thematic

    FCXUS mining·Overweight