tickers.watch

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·2026-07-31Macro

  • Bernstein·2026-07-31Sector

    Apparel retail·Overweight
  • Goldman Sachs·2026-07-31Macro

  • Nomura·2026-07-31Macro

  • BofA Securities·2026-07-31Strategy

    Global equities·Underweight
  • J.P. Morgan·2026-07-31Sector

    China solar·Overweight
  • Goldman Sachs·2026-07-31Sector

    European semicap·Overweight
  • Morgan Stanley·2026-07-31Strategy

    Hong Kong equities·Overweight
  • Goldman Sachs·2026-07-31Strategy

    EM equities·Overweight
  • Goldman Sachs·2026-07-31Strategy

    USD·Overweight
  • Nomura·2026-07-31Macro

  • Nomura·2026-07-30Sector

  • Goldman Sachs·2026-07-30Macro

  • Goldman Sachs·2026-07-30Sector

    9690.HK
  • J.P. Morgan·2026-07-30Macro

  • J.P. Morgan·2026-07-30Strategy

    China AI·Overweight
  • Goldman Sachs·2026-07-30Strategy

  • Morgan Stanley·2026-07-30Sector

    China financials·Overweight
  • J.P. Morgan·2026-07-30Macro

  • Barclays·2026-07-30Credit

    KER.PA
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