Goldman Sachs·2026-09-09Macro
Japan Reuters Tankan manufacturers DI: actualSep 2026
Research: Broker notes on sectors, macro, rates and strategy
- Barclays·2026-09-09Credit
- J.P. Morgan·2026-09-09Strategy
- J.P. Morgan·2026-09-09SectorEuropean building materials price tracker: +8.94% since mid-Dec 20252026 YTDEnergy input costs: +22% vs FY25 average2026 YTD
- BofA Securities·2026-09-09Sector
- Morgan Stanley·2026-09-09Sector2317.TW2382.TW3231.TWWistron·Top pickGreater China Technology Hardware·Neutral
- Goldman Sachs·2026-09-09Sector3774.T4307.T4704.T4768.T6532.T6701.T6702.T8056.TCRMNEC·OverweightFujitsu·OverweightNomura Research Institute·OverweightOtsuka Corp·Underweight
- J.P. Morgan·2026-09-09MacroChina CPI: JPM forecast2026China PPI: JPM forecast2026
- Nomura·2026-09-09MacroChina CPI: 0.8% y-o-y (from 0.5%)Aug-26China PPI: 3.8% y-o-y (from 3.5%)Aug-26China CPI: 0.8% y-o-ySep-26China PPI: 3.9% y-o-ySep-26
- Deutsche Bank·2026-09-09MacroECB policy rate: 25bp hike to 2.50% (market fully priced)2026-09ECB policy rate: one more hike to 2.75% in December (DB view)2026-12ECB terminal rate (market pricing): 3%
- Goldman Sachs·2026-09-09Thematic
- Goldman Sachs·2026-09-09Sector
- Goldman Sachs·2026-09-09Sector000895.SZ
- J.P. Morgan·2026-09-09Sector0012.HK0016.HK1972.HK1997.HKH78.SIHK landlords·OverweightHK developers·Underweight
- Goldman Sachs·2026-09-09MacroChina CPI: actualAug 2026China PPI: actualAug 2026
- Goldman Sachs·2026-09-09Sector
- Bernstein·2026-09-09Thematic
- J.P. Morgan·2026-09-09SectorIGO.AXLTR.AXPLS.AXPLS Group·Top pickSpodumene price: JPM forecast2027Spodumene price: JPM forecast2028
- Nomura·2026-09-09Sector
- J.P. Morgan·2026-09-09Strategy