Broker Research: Sector, Macro and Strategy Notes

Bernstein·2026-09-21Thematic

COIN HOOD BLSH CRCL FIGR

Goldman Sachs·2026-09-21Macro

J.P. Morgan·2026-09-21Sector

UBS·2026-09-21Sector

AMD NVDA ALAB AVGO MRVL

J.P. Morgan·2026-09-21Thematic

161890.KS4911.TBEI.DEGALD.SWOR.PAULVR.LKolmar Korea·Top pickGalderma·Top pickL'Oreal·Neutral

Bernstein·2026-09-21Sector

EDP.LSEDPR.LSELE.MCENEL.MIENGI.PAIBE.MC

Barclays·2026-09-21Sector

ASML.AS

Bernstein·2026-09-21Sector

300750.SZCATL

Bernstein·2026-09-21Strategy

Morgan Stanley·2026-09-20Sector

XUNCE

Goldman Sachs·2026-09-20Macro

China real GDP growth: GS forecast2026China real GDP growth: GS forecast2026-Q3

Morgan Stanley·2026-09-20Sector

Goldman Sachs·2026-09-20Macro

China real GDP growth: GS forecast2026-Q3

UBS·2026-09-20Sector

Nomura·2026-09-20Sector

2359.HK603259.SH

Goldman Sachs·2026-09-20Macro

TTF gas price: GS low-Gulf-supply scenarioYE26JKM LNG price: GS low-Gulf-supply scenarioYE26

Goldman Sachs·2026-09-20Sector

INFY.NSFRACTAL.NSLTM.NS

Goldman Sachs·2026-09-19Macro

J.P. Morgan·2026-09-19Sector

CHYM.USXYZ

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

Global Digital Assets A primer on equity tokenization: Innovation exemption, operating models, industry landscape and potential winners

GS China Econ Proprietary Indicators: September

China Metals Activity Tracker: China Copper destocking weak vs historical trends whilst Aluminium destocking pace remains strong

US Semiconductors and Semi Equipment SemiBytes: Read Throughs from UBS Taiwan Summit, MATCH Act, MLPerf v6.1, Stock Action

Global Beauty: The Changing Face of Skin Care-the Rise of K-beauty and Technology Disruption

European Utilities: How much do utilities benefit from the high power price environment?

European Technology Hardware and Asia semiconductors: August China semicap imports continue to accelerate

Global Energy Storage: China battery tour key takeaways. We’re doing alright

India Strategy: When will FIIs return?

Greater China IT Services and Software - Asia Pacific China BEST Conference 2026 Takeaways

Korea–Tracking Corporate Cash and Financial-market Flows

China: Three things in China

Greater China Technology Hardware - Asia Pacific China BEST Conference 2026 Feedback

CHINA MATTERS: Path of Least Resistance

US Brokers and Asset Managers: UBS Annual Investment Bank Tour: Moving the Chains, Not Throwing Hail Marys

China healthcare: News reports US considering approval of licensing deals with China...

Natural Gas Comment: Gastech Sentiment Bullish Near-Term LNG Prices

India IT Services: Tour takeaways: Subdued near-term, with medium-term outlook blurred by impact of AI

EUROPEAN ECONOMICS ANALYST: Euro Area—Introducing Our Nearcast Model for Inflation

Small Dollar Loans: Survey Results & Tale of the Tape