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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
  • Goldman Sachs·2026-09-25Strategy

  • Bernstein·2026-09-25Sector

    DSV.COMAERSKB.CODHL.DEFDX.USKNIN.SWUNPDSV·Top pick
  • Goldman Sachs·2026-09-25Macro

  • Goldman Sachs·2026-09-25Strategy

  • UBS·2026-09-25Sector

  • Nomura·2026-09-25Macro

    US Q3 GDP tracking: forecast3Q26
  • Bernstein·2026-09-25Sector

    A.USTMOWAT.US
  • Deutsche Bank·2026-09-25Macro

  • Deutsche Bank·2026-09-25Macro

  • Deutsche Bank·2026-09-25Strategy

  • Goldman Sachs·2026-09-25Strategy

  • UBS·2026-09-25Macro

    US nonfarm payrolls: forecastSep-2026
  • Goldman Sachs·2026-09-25Strategy

  • Goldman Sachs·2026-09-25Strategy

  • Bernstein·2026-09-25Sector

    CI.USCVSELV.USHUM.USUNH
  • BofA Securities·2026-09-25Macro

    USD/JPY: forecastend-2026
  • UBS·2026-09-25Sector

    0688.HKBEKE.US
  • Nomura·2026-09-25Macro

  • Goldman Sachs·2026-09-25Strategy

  • Goldman Sachs·2026-09-25Strategy

    Agency MBS·Overweight
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