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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
  • Nomura·2026-08-02Sector

  • Nomura·2026-08-02Macro

    JPY·Overweight
  • Goldman Sachs·2026-08-01Strategy

  • Goldman Sachs·2026-08-01Strategy

    Korea equities·Overweight
  • Goldman Sachs·2026-08-01Strategy

    China equities·Overweight
  • Goldman Sachs·2026-08-01Macro

  • Goldman Sachs·2026-08-01Strategy

  • BofA Securities·2026-08-01Sector

    Memory·Overweight
  • Goldman Sachs·2026-08-01Strategy

  • Goldman Sachs·2026-07-31Macro

  • Bernstein·2026-07-31Sector

  • Barclays·2026-07-31Credit

    China property HY bonds·Overweight
  • J.P. Morgan·2026-07-31Macro

  • J.P. Morgan·2026-07-31Strategy

    UK small/mid caps·Overweight
  • Goldman Sachs·2026-07-31Macro

    MXN·OverweightCHF·Underweight
  • Goldman Sachs·2026-07-31Sector

  • Nomura·2026-07-31Macro

  • Goldman Sachs·2026-07-31Macro

  • J.P. Morgan·2026-07-31Credit

    AI-related credit·Neutral
  • Goldman Sachs·2026-07-31Strategy

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