Broker Research: Sector, Macro and Strategy Notes

Goldman Sachs·2026-08-28Sector

MIN.AXNEM.AXNST.AXPDN.AXPLS.AX

Nomura·2026-08-28Macro

US rates·NeutralUS Q3 GDP tracking: Nomura estimateQ3 2026US nonfarm payrolls: Nomura forecastAug 2026

Bernstein·2026-08-28Thematic

Barclays·2026-08-28Thematic

AMZN GOOGL METAUS internet·Overweight

Goldman Sachs·2026-08-28Strategy

Taiwan·NeutralKorea·Neutral

Morgan Stanley·2026-08-28Macro

Goldman Sachs·2026-08-28Strategy

Technology funds·NeutralLong-duration US bonds·Neutral

Barclays·2026-08-28Strategy

France equities·UnderweightGermany equities·Overweight

Bernstein·2026-08-28Sector

PYPLPayments·Neutral

Goldman Sachs·2026-08-28Macro

CNY·OverweightUSD/CNY: GS forecast12m

Goldman Sachs·2026-08-28Strategy

SKHYNIX SMSN

Goldman Sachs·2026-08-28Strategy

Bernstein·2026-08-28Sector

PBMs·Neutral

Morgan Stanley·2026-08-28Thematic

China brokers·OverweightChina hard tech·Overweight

Goldman Sachs·2026-08-28Macro

China 30-city property sales volume: actualAug 27 2026 (7dma)

Morgan Stanley·2026-08-28Sector

China property developers·UnderweightChina property agents·Overweight

Morgan Stanley·2026-08-28Thematic

Goldman Sachs·2026-08-28Sector

Optical fiber/cable·Overweight

Morgan Stanley·2026-08-28Thematic

Energy security & power·Overweight

Goldman Sachs·2026-08-28Macro

Refining·OverweightUS diesel crack vs Brent: GS forecast2027

Research: Broker notes on sectors, macro, rates and strategy

Australian Gold, Lithium & Uranium Coverage: Coverage Summary, Forecasts and Spot Pricing Scenarios

US Economic Weekly: Hawk sighting

Weekend Healthcare Pulse: How can I get rid of reading glasses? A closer look at Presbyopia treatment alternatives

U.S. Internet: A Primer on AI Lab & AI Hyperscaler Unit Economics

EM Weekly Fund Flows Monitor: Taiwan India led foreign buying in August, while Korea saw most FII selling; Following the July drawdown, EM Asian funds gained 5% in August

US Rates Strategy: A 40 Trillion Dollar Distraction

Weekly Fund Flows: Long-term US Bond Flows in Focus

European Equity Strategy: France – Deficits, elections and déjà vu

Payments, Processors & IT Services PayPal-Stripe Advent: Deal is off the table. What's next?

GLOBAL FX TRADER: Reasons, Meet Resolve

Korea Weekly Kickstart: KOSPI declined by 2% despite continued stronger KRW and strong performances by industrials

EUROPE WEEKLY KICKSTART: Data only update

U.S. Healthcare Services U.S. HC Svcs: The Emerging PBM Model-A summary of our teach in on PBM reform and response

China Brokers: STAR Board IPO Scan 2026: What's Different?

China Economic Activity and Policy Tracker: August 28

China Property: First Take on Cancellation of Housing Pre-sales

Quant Matters – Cross-Asset Spillovers: A Machine-Learning Lens on Market Transmission

Japan Industrial Electronics: July MOF data (optical fiber cable): Rises in cable volume, fiber ASP; DC construction poised to accelerate in Asia

Energy & Power: Three Global Themes & 70+ Ways to Play

OIL ANALYST Higher Product Margins for Longer on Higher Outages and Lower Stocks