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

  • Nomura·2026-10-01Macro

    BOK policy rate: 3.50% terminal through Feb-20272027-02
  • Nomura·2026-10-01Sector

  • Nomura·2026-09-30Macro

    China real GDP growth: forecastQ3 2026China real GDP growth: forecastQ4 2026
  • Nomura·2026-09-30Macro

  • Nomura·2026-09-30Rates

  • Nomura·2026-09-30Macro

  • Nomura·2026-09-30Macro

  • Nomura·2026-09-29Macro

    China PSL rate: actualSep 2026
  • Nomura·2026-09-29Sector

  • Nomura·2026-09-29Rates

  • Nomura·2026-09-29Thematic

  • Nomura·2026-09-29Macro

    USD/CNY fix: forecast2026-09-29
  • Nomura·2026-09-29Macro

    China official manufacturing PMI: forecastSep 2026China RatingDog manufacturing PMI: forecastSep 2026
  • Nomura·2026-09-28Macro

    USD/CNY fix: forecast2026-09-28
  • Nomura·2026-09-28Sector

    000938.SZ300308.SZ300570.SZYOFC
  • Nomura·2026-09-28Sector

    7203.T7267.T
  • Nomura·2026-09-28Macro

  • Nomura·2026-09-28Macro

    China real GDP growth: forecast3Q26China real GDP growth: forecast4Q26
  • Nomura·2026-09-25Macro

    US Q3 GDP tracking: forecast3Q26
  • Nomura·2026-09-25Macro