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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

  • J.P. Morgan·2026-08-05Sector

    AMDAsia server supply chain·Overweight
  • Goldman Sachs·2026-08-05Sector

    FNKO.USHAS.USMAT.US
  • J.P. Morgan·2026-08-05Sector

    China consumer healthcare·Underweight
  • J.P. Morgan·2026-08-05Macro

    Commodities·Overweight
  • Goldman Sachs·2026-08-05Macro

    European natural gas·Overweight
  • J.P. Morgan·2026-08-05Strategy

  • Goldman Sachs·2026-08-05Sector

  • Goldman Sachs·2026-08-05Sector

    AI PCB/CCL·Overweight
  • J.P. Morgan·2026-08-05Strategy

    3037.TW4062.TAsia tech·Overweight
  • Bernstein·2026-08-05Sector

    China autos·Overweight
  • J.P. Morgan·2026-08-05Sector

    0101.HK1997.HK
  • Goldman Sachs·2026-08-05Sector

  • Goldman Sachs·2026-08-05Macro

    CNY·Overweight
  • Morgan Stanley·2026-08-05Sector

    ZETA.USFRSH.US
  • J.P. Morgan·2026-08-05Sector

  • Goldman Sachs·2026-08-05Sector

  • Morgan Stanley·2026-08-05Sector

    China autos·Neutral
  • Morgan Stanley·2026-08-05Sector

    ANTA2331.HKNKEChina sportswear·Underweight
  • Nomura·2026-08-05Macro

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