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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
  • HSBC·2026-08-13Sector

    US telecoms·Overweight
  • HSBC·2026-08-12Macro

  • HSBC·2026-08-12Sector

    AMZNASMLGOOGLMSFTAI semis supply chain·Overweight
  • HSBC·2026-08-12Sector

    098460.KQ1590.TW2049.TW6861.T6954.TAsia automation·Overweight
  • HSBC·2026-08-10Sector

    China property·Overweight
  • HSBC·2026-08-06Strategy

    601919.SHChina A-shares·Overweight
  • HSBC·2026-08-06Sector

    AMZNCRWVGOOGLMSFTORCLHyperscale cloud·OverweightGPU neoclouds·Underweight
  • HSBC·2026-08-04Sector

  • HSBC·2026-08-04Sector

    SPCX
  • HSBC·2026-08-03Sector

  • HSBC·2026-07-24Sector

  • HSBC·2026-07-23Sector

  • HSBC·2026-07-23Sector

  • HSBC·2026-07-22Macro

  • HSBC·2026-07-21Sector

  • HSBC·2026-07-21Sector

  • HSBC·2026-07-20Macro

  • HSBC·2026-07-20Macro

  • HSBC·2026-07-20Strategy

  • HSBC·2026-07-20Strategy

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