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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
  • Morgan Stanley·2026-08-06Sector

    ARRY.USEVGO.USFLNCRUN.USSEDGUS clean tech·Neutral
  • Morgan Stanley·2026-08-06Sector

    KVYO.USAMPL.USGTM.US
  • Morgan Stanley·2026-08-06Strategy

    Hong Kong equities·OverweightChina A-shares·Underweight
  • Morgan Stanley·2026-08-06Sector

    Iron ore·Neutral
  • Morgan Stanley·2026-08-06Sector

    SKHYNIXSMSNMemory·Overweight
  • Morgan Stanley·2026-08-06Sector

    MSFTInfrastructure software·OverweightApplication software·Neutral
  • Morgan Stanley·2026-08-05Sector

    DDOGMDBMSFTSNOWCloud infrastructure software·Overweight
  • Morgan Stanley·2026-08-05Sector

    AVGOBX
  • Morgan Stanley·2026-08-05Sector

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

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

    ANTA2331.HKNKEChina sportswear·Underweight
  • Morgan Stanley·2026-08-04Sector

    Solar glass·Overweight
  • Morgan Stanley·2026-08-04Sector

    066970.KS
  • Morgan Stanley·2026-08-04Macro

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

    0220.HK0322.HK605499.SH9633.HK
  • Morgan Stanley·2026-08-04Sector

    US internet·Overweight
  • Morgan Stanley·2026-08-04Strategy

    US high-quality stocks·Overweight
  • Morgan Stanley·2026-08-04Sector

    US optical components·Overweight
  • Morgan Stanley·2026-08-03Sector

  • Morgan Stanley·2026-08-03Macro

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