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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
  • Morgan Stanley·2026-07-30Strategy

    Hong Kong equities·OverweightChina A-shares·Underweight
  • Nomura·2026-07-30Sector

  • Goldman Sachs·2026-07-30Sector

  • Morgan Stanley·2026-07-30Macro

    USD·Underweight
  • Goldman Sachs·2026-07-29Sector

  • Goldman Sachs·2026-07-29Sector

    SMSN
  • Nomura·2026-07-29Sector

  • J.P. Morgan·2026-07-29Strategy

  • Barclays·2026-07-29Strategy

  • Barclays·2026-07-29Credit

    MBG.DE
  • Goldman Sachs·2026-07-29Macro

  • J.P. Morgan·2026-07-29Strategy

  • Morgan Stanley·2026-07-29Sector

  • J.P. Morgan·2026-07-29Credit

    VRT
  • Nomura·2026-07-29Macro

  • Goldman Sachs·2026-07-29Sector

  • Goldman Sachs·2026-07-29Thematic

  • Goldman Sachs·2026-07-29Sector

  • J.P. Morgan·2026-07-29Strategy

  • Morgan Stanley·2026-07-29Sector

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