Broker Research: Sector, Macro and Strategy Notes

Morgan Stanley·2026-09-22Sector

AMZN GOOGL META

Goldman Sachs·2026-09-22Macro

Bernstein·2026-09-22Sector

ETN GEVABBN.SWENR.DEHUBB NVT PWRSIE.DESU.PAVRT

Goldman Sachs·2026-09-22Macro

Bernstein·2026-09-22Thematic

COIN DKNG HOODFLUT.US

Goldman Sachs·2026-09-22Sector

001979.SZ600048.SH

Goldman Sachs·2026-09-22Sector

IGO.AXNEM.AXMIN.AXPDN.AXPLS.AX

Bernstein·2026-09-22Sector

RR.LSAF.PAAIR.PABA GEMTX.DERTX

Nomura·2026-09-22Macro

Goldman Sachs·2026-09-22Macro

Euro area headline inflation: forecastend-2026Euro area core inflation: forecastend-2026

J.P. Morgan·2026-09-22Sector

Bernstein·2026-09-22Sector

BMW.DERNO.PAMBG.DEP911.DESTLAP.PAVOLCAR-B.STVOW3.DE

UBS·2026-09-22Sector

Goldman Sachs·2026-09-22Sector

2015.HK9863.HK9868.HK

Nomura·2026-09-22Thematic

Bernstein·2026-09-22Sector

TOKYOELASML.AS002371.SZ6525.TADVANTEST688012.SH688072.SH7735.TAMAT

Nomura·2026-09-22Macro

USD/CNY fix: Nomura model projection2026-09-22

Bernstein·2026-09-22Sector

BYD XIAOMI175.HK2015.HK2238.HK2333.HK600104.SH9866.HK

UBS·2026-09-22Sector

600031.SH601100.SH000157.SZ000425.SZ3339.HK

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

Internet Where Are We Trading Now Musing the AI Acceleration Ahead

Oil Analyst: China Crude Imports Will Likely Remain Low For Now

U.S. Electrical Equipment: State of Utility Capex 2Q26-Capex intention update and sharpened messaging on rate-payer affordability

Global Economics Analyst: Where in the World Is There Still an Inflation Problem?

Prediction Markets A Primer on prediction markets: Sportsbook or exchange? A new financial markets primitive with a $10Tn TAM

CHINA PROPERTY WEEKLY WRAP: Week 38 Wrap-sequentially stronger volume growth echoing seasonality, yet moderating leading indicators

Australian Gold, Lithium & Uranium Coverage

Global Aerospace & Defense European Aerospace - Snapshot of the aftermarket: Low (but rising) odds of a nightmare scenario

Asia Insights: Chipnomics #2: An intensifying chip shortage is extending the boom phase

Euro Area Data Update: Unchanged Area-Wide Growth Tracking; Softer End-26 Headline Inflation Nearcast

China Property: Mortgage subsidies to be rolled out before National Day?

European Automobiles & Components: EU Autos: How fast and furious? Chinese OEMs and the battle for Europ

Global I O Tech Hardware: Memory inflation weighs on demand;cutting 2027 PC units

China Energy Storage Industry: Expert call takeaway: Near-term headwinds, but a rebound is likely in 2027

2026 Week 38-Weekly order-22% -46% wow yoy, retail wholesale NEV penetration 70% 75%

Global AI Trend Tracker: AI expert call 73: optical comm sector update – electrical chips

Global Semiconductor Capital Equipment: China WFE Import Tracker (Aug 2026): Aug YTD YoY-4%,import growth stronger in 2H

USD CNY fix model: Projection: 6.6977

Chinese Autos and Asia Emerging Robotics: China EV & Asia Emerging Robotics Tour Takeaways: Beyond the Downturn

China Industrials: Multiple headwinds weighing on sentiment: how should investors be positioned?