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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·2026-08-02Sector

  • Goldman Sachs·2026-08-02Macro

  • 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

  • Goldman Sachs·2026-08-01Strategy

  • Goldman Sachs·2026-07-31Macro

  • Goldman Sachs·2026-07-31Macro

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

  • Goldman Sachs·2026-07-31Macro

  • Goldman Sachs·2026-07-31Strategy

  • Goldman Sachs·2026-07-31Macro

  • Goldman Sachs·2026-07-31Strategy

  • Goldman Sachs·2026-07-31Sector

    AI hardware·Overweight
  • Goldman Sachs·2026-07-31Strategy

    US equities·Overweight
  • Goldman Sachs·2026-07-31Sector

  • Goldman Sachs·2026-07-31Macro

  • Goldman Sachs·2026-07-31Strategy

    European equities·Overweight
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