Morgan Stanley·2026-09-18Macro
US core PCE inflation: MS forecast2026 (4Q/4Q)US real GDP growth: MS forecast2027US real consumer spending growth: MS forecast2027 (4Q/4Q)
Research: Broker notes on sectors, macro, rates and strategy
- Nomura·2026-09-18Sector
- Bernstein·2026-09-18Sector002472.SZ688017.SHZhejiang Shuanghuan Driveline·Top pickLeader Drive·Avoid
- J.P. Morgan·2026-09-18Sector1318.HK2145.HK300957.SZ600315.SH603605.SH603983.SHMao Geping Cosmetics·Top pickMarubi·Underweight
- J.P. Morgan·2026-09-18Sector1919.HK9101.T9104.T9107.T
- J.P. Morgan·2026-09-18Strategy
- Goldman Sachs·2026-09-18Strategy
- Goldman Sachs·2026-09-18Sector
- Nomura·2026-09-18Sector1801.HK2268.HK2359.HK603259.SH6990.HK
- J.P. Morgan·2026-09-18Sector
- Deutsche Bank·2026-09-18MacroBoJ policy rate: DB forecastApr 2027
- Bernstein·2026-09-18SectorLDO.MIRHM.DEAM.PABA.LHO.PATKMS.DE
- Nomura·2026-09-18Other
- Bernstein·2026-09-18ThematicLYV.US
- Goldman Sachs·2026-09-18StrategyUSD/CNY: GS 12-month forecast12m
- BofA Securities·2026-09-18Macro
- Goldman Sachs·2026-09-18StrategyTOPIX: GS 12-month target12m
- Goldman Sachs·2026-09-18Sector1109.HK001979.SZ0817.HK0960.HK2202.HK3900.HK600048.SH
- Goldman Sachs·2026-09-18Strategy
- J.P. Morgan·2026-09-18Macro