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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
  • Bernstein·2026-08-05Sector

  • Nomura·2026-08-05Macro

    CNY·Overweight
  • Goldman Sachs·2026-08-04Macro

    Oil·Neutral
  • Morgan Stanley·2026-08-04Sector

    Solar glass·Overweight
  • HSBC·2026-08-04Sector

  • J.P. Morgan·2026-08-04Sector

    0966.HK2328.HKChina non-life insurance·Overweight
  • Goldman Sachs·2026-08-04Sector

  • Morgan Stanley·2026-08-04Sector

    066970.KS
  • Goldman Sachs·2026-08-04Macro

    North Asia·Overweight
  • Bernstein·2026-08-04Sector

    MINIMAXZHIPU
  • Nomura·2026-08-04Sector

  • Goldman Sachs·2026-08-04Macro

    JPY·Neutral
  • HSBC·2026-08-04Sector

    SPCX
  • Morgan Stanley·2026-08-04Macro

    Asia rates·Overweight
  • Morgan Stanley·2026-08-04Sector

    0220.HK0322.HK605499.SH9633.HK
  • J.P. Morgan·2026-08-04Strategy

    EM long-dated USD bonds·Underweight
  • Goldman Sachs·2026-08-04Sector

    European luxury·Neutral
  • J.P. Morgan·2026-08-04Macro

  • Nomura·2026-08-04Sector

  • Bernstein·2026-08-04Sector

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