Barclays·2026-08-14Sector
US autos·NeutralChinese EV exports·Overweight
Research: Broker notes on sectors, macro, rates and strategy
- BofA Securities·2026-08-14MacroUS economy·Overweight
- Morgan Stanley·2026-08-14MacroUS rates·Neutral
- Goldman Sachs·2026-08-14Macro
- J.P. Morgan·2026-08-14Strategy2318.HK9888.HKHK equity volatility·Overweight
- BofA Securities·2026-08-14StrategyAPAC energy & materials security·Overweight
- J.P. Morgan·2026-08-14ThematicAPAC financials AI adoption·Neutral
- Nomura·2026-08-14StrategyUSD·UnderweightSGD·Overweight
- Goldman Sachs·2026-08-14StrategyKorea·OverweightKorea autos·Overweight
- J.P. Morgan·2026-08-14Sector
- Goldman Sachs·2026-08-14StrategyAI adopters·Neutral
- J.P. Morgan·2026-08-14Sector
- Bernstein·2026-08-14Sector
- Goldman Sachs·2026-08-14CreditSFR RMBS·Overweight
- Goldman Sachs·2026-08-14RatesAUD rates·Overweight
- Goldman Sachs·2026-08-14StrategyTaiwan equities·Overweight
- Morgan Stanley·2026-08-14SectorFactory automation·Overweight
- Goldman Sachs·2026-08-14SectorGold·Overweight
- BofA Securities·2026-08-14MacroChina·Neutral
- Goldman Sachs·2026-08-14RatesCEEMEA rates·OverweightLatAm rates·Overweight