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

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All brokersGoldman SachsMorgan StanleyJ.P. MorganBernsteinNomuraUBSBofA SecuritiesDeutsche BankHSBCBarclaysCitiJefferiesABG Sundal CollierPeking University NERCWedbush Securities
  • UBS·2026-10-01Sector

    ALPA4.SAASAI3.SAAZZA3.SAMELIVIVA3.SA
  • UBS·2026-10-01Sector

  • UBS·2026-09-30Sector

    ANTM.JKINCO.JKMBMA.JKNCKL.JKNIC.AXnickel·Overweight
  • UBS·2026-09-30Strategy

  • UBS·2026-09-30Strategy

    Value·Overweight
  • UBS·2026-09-30Sector

    002557.SZ002847.SZ0151.HK1768.HK300972.SZ9985.HKChina snacks discounters·Overweight
  • UBS·2026-09-30Sector

  • UBS·2026-09-30Sector

    1179.HKATAT.US
  • UBS·2026-09-30Thematic

  • UBS·2026-09-30Macro

  • UBS·2026-09-30Strategy

  • UBS·2026-09-29Sector

    BEKE.US
  • UBS·2026-09-29Macro

  • UBS·2026-09-29Sector

    ASM.ASASML.ASSTMPA.PAAIXA.DEASML·Top pickASM International·Top pickSTMicroelectronics·Top pickEuropean semicap·Overweight
  • UBS·2026-09-29Sector

    Iron ore long-term price (61% Fe CFR China): forecast2035
  • UBS·2026-09-29Macro

  • UBS·2026-09-28Strategy

  • UBS·2026-09-28Thematic

  • UBS·2026-09-28Sector

    2330.TW2454.TW
  • UBS·2026-09-28Macro

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