Goldman Sachs·2026-07-31Macro
Research: Broker notes on sectors, macro, rates and strategy
- Goldman Sachs·2026-07-31Strategy
- Nomura·2026-07-31Sector
- Bernstein·2026-07-31Sector
- Goldman Sachs·2026-07-31SectorAI hardware·Overweight
- J.P. Morgan·2026-07-31SectorApple supply chain·Neutral
- Morgan Stanley·2026-07-31Sector
- Goldman Sachs·2026-07-31StrategyUS equities·Overweight
- Morgan Stanley·2026-07-31Sector
- J.P. Morgan·2026-07-31SectorChina insurance·Overweight
- Bernstein·2026-07-31SectorFactory automation·Overweight
- Goldman Sachs·2026-07-31Sector
- Nomura·2026-07-31MacroCrude oil·Overweight
- Morgan Stanley·2026-07-31SectorAustralia materials·Overweight
- Morgan Stanley·2026-07-31Macro
- Nomura·2026-07-31Sector
- Goldman Sachs·2026-07-31Macro
- Nomura·2026-07-31MacroChina property·Underweight
- Barclays·2026-07-31SectorUS software·Overweight
- Goldman Sachs·2026-07-31StrategyEuropean equities·Overweight