Goldman Sachs·2026-08-07Macro
JPY·NeutralHUF·Overweight
Research: Broker notes on sectors, macro, rates and strategy
- Morgan Stanley·2026-08-07SectorMT.ASNDA.DEEuropean steel·Neutral
- Nomura·2026-08-07Sector
- Nomura·2026-08-07MacroCNY·Neutral
- Nomura·2026-08-07Sector
- Goldman Sachs·2026-08-07Macro
- Goldman Sachs·2026-08-07StrategyKorea equities·Overweight
- UBS·2026-08-07SectorANTM.JKINCO.JKMBMA.JKNCKL.JKNICL.JKNickel·Underweight
- J.P. Morgan·2026-08-07Sector6996.T6997.T
- Nomura·2026-08-07Macro
- UBS·2026-08-07MacroChina clean-tech exports·Overweight
- J.P. Morgan·2026-08-06Sector2318.HK
- J.P. Morgan·2026-08-06Sector1318.HKChina consumer brands·Overweight
- Goldman Sachs·2026-08-06Sector0020.HK
- Goldman Sachs·2026-08-06SectorPower infrastructure·Overweight
- Morgan Stanley·2026-08-06Sector
- Morgan Stanley·2026-08-06Sector
- Morgan Stanley·2026-08-06SectorKVYO.USAMPL.USGTM.US
- J.P. Morgan·2026-08-06Sector
- Bernstein·2026-08-06SectorData centre infrastructure·Overweight