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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
  • HSBC·2026-08-03Sector

  • Morgan Stanley·2026-08-03Macro

  • Morgan Stanley·2026-08-03Sector

    AI infrastructure·Overweight
  • Bernstein·2026-08-03Sector

    Integrated oil·Overweight
  • Bernstein·2026-08-03Sector

  • J.P. Morgan·2026-08-03Strategy

    Asia rates·UnderweightCNH·Overweight
  • Morgan Stanley·2026-08-02Sector

  • Goldman Sachs·2026-08-02Strategy

  • Nomura·2026-08-02Sector

    China autos·Underweight
  • Goldman Sachs·2026-08-02Macro

    AI investment·Overweight
  • Morgan Stanley·2026-08-02Sector

    Greater China AI hardware·Overweight
  • Morgan Stanley·2026-08-02Sector

  • Goldman Sachs·2026-08-02Macro

  • Morgan Stanley·2026-08-02Sector

  • Morgan Stanley·2026-08-02Sector

  • Goldman Sachs·2026-08-02Sector

  • J.P. Morgan·2026-08-02Strategy

  • Morgan Stanley·2026-08-02Sector

    China property·Underweight
  • J.P. Morgan·2026-08-02Sector

  • Goldman Sachs·2026-08-02Macro

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