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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·2026-08-06Sector

    Analog semis·Overweight
  • Goldman Sachs·2026-08-06Sector

    HSBA.L
  • Goldman Sachs·2026-08-06Macro

    JPY·Neutral
  • Goldman Sachs·2026-08-05Macro

  • Goldman Sachs·2026-08-05Macro

  • Goldman Sachs·2026-08-05Macro

    Agency MBS·Overweight
  • Goldman Sachs·2026-08-05Sector

    FNKO.USHAS.USMAT.US
  • Goldman Sachs·2026-08-05Macro

    European natural gas·Overweight
  • Goldman Sachs·2026-08-05Sector

  • Goldman Sachs·2026-08-05Sector

    AI PCB/CCL·Overweight
  • Goldman Sachs·2026-08-05Sector

  • Goldman Sachs·2026-08-05Macro

    CNY·Overweight
  • Goldman Sachs·2026-08-05Sector

  • Goldman Sachs·2026-08-04Macro

    Oil·Neutral
  • Goldman Sachs·2026-08-04Sector

  • Goldman Sachs·2026-08-04Macro

    North Asia·Overweight
  • Goldman Sachs·2026-08-04Macro

    JPY·Neutral
  • Goldman Sachs·2026-08-04Sector

    European luxury·Neutral
  • Goldman Sachs·2026-08-04Sector

  • Goldman Sachs·2026-08-04Sector

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