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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
  • J.P. Morgan·2026-09-18Strategy

  • J.P. Morgan·2026-09-18Macro

    BoK policy rate: JPM terminal forecast2Q27Korea real export growth: JPM forecast2026
  • Goldman Sachs·2026-09-18Sector

    GLEN.LNHY.OLRIO.LANTO.LBHP.LLUN.TOMT.AS
  • BofA Securities·2026-09-18Sector

    0220.HK0322.HK9633.HK
  • Nomura·2026-09-18Sector

    TOTL.JKISAT.JKNVDATOWR.JK
  • J.P. Morgan·2026-09-18Strategy

    0388.HK0823.HK1972.HK
  • BofA Securities·2026-09-18Sector

    MC.PACFR.SWKER.PARMS.PAGlobal luxury growth: BofA forecast2027E
  • J.P. Morgan·2026-09-18Sector

    BHP.AXFCXAAL.LCSC.AXGLEN.LRIO.AXRIO.LSCCOVALE3.SA
  • Goldman Sachs·2026-09-18Strategy

  • Goldman Sachs·2026-09-18Sector

  • BofA Securities·2026-09-18Sector

    002008.SZ301377.SZ
  • Goldman Sachs·2026-09-18Strategy

  • J.P. Morgan·2026-09-18Strategy

    002142.SZ1109.HKBYD1801.HKMEITUAN3908.HK3988.HKMeituan·Top pickBYD·Top pickInnovent·Top pick
  • Goldman Sachs·2026-09-18Strategy

    2330.TW
  • Goldman Sachs·2026-09-18Strategy

  • Morgan Stanley·2026-09-18Sector

    1164.HKKAP.L
  • BofA Securities·2026-09-18Rates

    UK 10y Gilt yield: BofA forecastYE26
  • Goldman Sachs·2026-09-18Strategy

    Gold price: GS forecastend-2027Gold price: GS fair valueend-2026
  • Goldman Sachs·2026-09-18Strategy

  • Goldman Sachs·2026-09-18Sector

    1801.HKREGNSNY.US
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