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

  • Morgan Stanley·2026-09-17Macro

    Korea real GDP growth: MS forecast2026Korea CPI inflation: MS forecast2026BoK policy rate: MS terminal forecast
  • Morgan Stanley·2026-09-17Macro

    Fed funds target range (upper): MS forecast1Q27
  • Morgan Stanley·2026-09-17Sector

    BC.MICFR.SWRACE.US
  • Morgan Stanley·2026-09-17Strategy

  • Morgan Stanley·2026-09-17Sector

  • Morgan Stanley·2026-09-17Sector

    018260.KS017670.KS030200.KSNAVERSamsung SDS·Top pick
  • Morgan Stanley·2026-09-17Sector

  • Morgan Stanley·2026-09-17Sector

    600031.SH601100.SH000157.SZ
  • Morgan Stanley·2026-09-17Strategy

  • Morgan Stanley·2026-09-16Macro

    Fed funds terminal rate (upper): MS forecast1Q27
  • Morgan Stanley·2026-09-16Sector

  • Morgan Stanley·2026-09-16Thematic

    MINIMAXZHIPUChina AI capex: MS forecast2026-30E
  • Morgan Stanley·2026-09-16Sector

    TENCENTMEITUAN9988.HKBIDUWB.US
  • Morgan Stanley·2026-09-16Sector

    GM.USRIVN
  • Morgan Stanley·2026-09-16Sector

    ARVN.USGPCR.USNRIX.USPRME.US
  • Morgan Stanley·2026-09-16Thematic

  • Morgan Stanley·2026-09-16Credit

  • Morgan Stanley·2026-09-16Sector

    CTEC.LFRE.DESHL.DESOON.SW
  • Morgan Stanley·2026-09-16Macro

  • Morgan Stanley·2026-09-16Sector

    1801.HK2162.HK2256.HK9688.HKAKESO9969.HK