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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
  • J.P. Morgan·2026-08-04Sector

    0966.HK2328.HKChina non-life insurance·Overweight
  • J.P. Morgan·2026-08-04Strategy

    EM long-dated USD bonds·Underweight
  • J.P. Morgan·2026-08-04Macro

  • J.P. Morgan·2026-08-04Sector

    US optical transceivers·Overweight
  • J.P. Morgan·2026-08-04Strategy

    Japan equities·Underweight
  • J.P. Morgan·2026-08-04Sector

  • J.P. Morgan·2026-08-04Sector

    0670.HK0753.HK1055.HKChina airlines·Underweight
  • J.P. Morgan·2026-08-03Strategy

  • J.P. Morgan·2026-08-03Sector

    Silicon wafers·Neutral
  • J.P. Morgan·2026-08-03Strategy

    US Treasuries·UnderweightEM credit·Neutral
  • J.P. Morgan·2026-08-03Strategy

    China A-shares·Neutral
  • J.P. Morgan·2026-08-03Macro

  • J.P. Morgan·2026-08-03Sector

  • J.P. Morgan·2026-08-03Strategy

    Asia rates·UnderweightCNH·Overweight
  • J.P. Morgan·2026-08-02Strategy

  • J.P. Morgan·2026-08-02Sector

  • J.P. Morgan·2026-07-31Macro

  • J.P. Morgan·2026-07-31Strategy

    UK small/mid caps·Overweight
  • J.P. Morgan·2026-07-31Credit

    AI-related credit·Neutral
  • J.P. Morgan·2026-07-31Sector

    Apple supply chain·Neutral
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