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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·2026-08-10Sector

    688469.SHChina power semis·Overweight
  • Morgan Stanley·2026-08-10Sector

    China consumer staples·Neutral
  • Morgan Stanley·2026-08-10Sector

    LENOVODELLSNX.USIT hardware·Neutral
  • Morgan Stanley·2026-08-10Sector

    ADICBRSUS semiconductors·Overweight
  • Morgan Stanley·2026-08-10Sector

    China biotech·Overweight
  • Morgan Stanley·2026-08-09Sector

    1299.HK1339.HK2318.HK2328.HK2628.HKHK/China insurance·Overweight
  • Morgan Stanley·2026-08-09Sector

    REL.LSAP.DEEuropean software·Neutral
  • Morgan Stanley·2026-08-09Macro

  • Morgan Stanley·2026-08-09Sector

    600031.SHChina machinery·Neutral
  • Morgan Stanley·2026-08-09Sector

    2330.TWAsian semis·OverweightDDR4 DRAM·Overweight
  • Morgan Stanley·2026-08-09Strategy

    US softlines·Overweight
  • Morgan Stanley·2026-08-09Macro

  • Morgan Stanley·2026-08-09Sector

    China AI foundation models·Overweight
  • Morgan Stanley·2026-08-08Rates

    SOFR curve·Overweight
  • Morgan Stanley·2026-08-07Sector

    CART.USLYFT.US
  • Morgan Stanley·2026-08-07Macro

  • Morgan Stanley·2026-08-07Sector

    2317.TW2382.TW3231.TWNVDAAI server ODMs·Neutral
  • Morgan Stanley·2026-08-07Sector

    CEGSEI.USSRE.US
  • Morgan Stanley·2026-08-07Sector

    MT.ASNDA.DEEuropean steel·Neutral
  • Morgan Stanley·2026-08-06Sector

    DASHBKNG
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