J.P. Morgan·2026-09-09Sector
1364.HK2097.HK
Research: Broker notes on sectors, macro, rates and strategy
- J.P. Morgan·2026-09-09SectorUS total card spending (Chase data): +5.2% y/yAug-26US discretionary spending (Chase data): +5.4% y/y (Q3 running avg +4.9%)Aug-26
- Goldman Sachs·2026-09-09Sector
- Nomura·2026-09-09Sector6181.HKCFR.SWMC.PA
- Bernstein·2026-09-09SectorCI.USCNC.USELV.USHCA.USHUM.USHealthcare AI·Overweight
- Morgan Stanley·2026-09-09SectorGreater China Materials·Overweight
- J.P. Morgan·2026-09-09SectorAFX.DEAMBU-B.COAMP.MICOLO-B.COCTEC.LDEMANT.CODIA.MIEKTA-B.STFME.DEFRE.DEPHIA.ASEuropean Medtech·Neutral
- Bernstein·2026-09-09Sector
- Goldman Sachs·2026-09-09MacroBoJ policy rate: hike at September MPM2026-09BoJ policy rate: next hike in January 20272027-01BoJ policy rate: 1.75% after July 2027 hike2027-07
- J.P. Morgan·2026-09-09Sector
- J.P. Morgan·2026-09-09CreditGENT.KL
- Goldman Sachs·2026-09-09SectorANF.USARMK.USATZ.TOHLT.USLTH.USRCL.USAritzia·Top pickAbercrombie & Fitch·Top pickLife Time Group·Top pickRoyal Caribbean·Top pickHilton Worldwide·Top pickAramark·Top pickUS disposable personal income growth: +4.0% (from +4.7%)2026US pre-savings discretionary cash flow growth: +3.0% (from +3.7%)2026US disposable personal income growth: +4.2%2027
- Barclays·2026-09-09StrategyTMT·OverweightIndustrials·OverweightConsumer complex·UnderweightS&P 500 year-end target: 7950 (from 7800)YE26S&P 500 year-end target: 8800 (unchanged)YE27
- Goldman Sachs·2026-09-09Sector2670.T3998.HK6110.HKSports brands (vs OEMs)·Overweight
- Bernstein·2026-09-09Thematic
- J.P. Morgan·2026-09-09Sector
- J.P. Morgan·2026-09-09CreditUS HG revenue growth: +10.5% YoY2Q26US HG EBITDA growth: +15.8% YoY2Q26US HG interest coverage: 10.3x, unchanged YoY2Q26
- Goldman Sachs·2026-09-08MacroChina trade balance: actualAug 2026China exports: actualAug 2026
- Goldman Sachs·2026-09-08Sector
- Goldman Sachs·2026-09-08MacroGlobal current activity indicator: GS preliminaryAug 2026US current activity indicator: GS preliminaryAug 2026