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

  • Goldman Sachs·2026-10-01Sector

    EVR.USHLI.USLAZ.USPIPR.US
  • Goldman Sachs·2026-10-01Sector

    EVR.USHLI.USLCLN.USPIPR.USHoulihan Lokey·Top pickLincoln International·Top pickPiper Sandler·Top pickEvercore·Top pick
  • Goldman Sachs·2026-10-01Sector

    AALLUV.US
  • Goldman Sachs·2026-10-01Credit

    French financials credit·Underweight
  • Goldman Sachs·2026-10-01Strategy

    BURL.USCFG.USCSL.USDAL.USEL.USHIIJCIORLY.USTPG.USUNHUPSVIK.USVRTXWFC
  • Goldman Sachs·2026-10-01Sector

    015760.KS
  • Goldman Sachs·2026-10-01Macro

  • Goldman Sachs·2026-10-01Macro

  • Goldman Sachs·2026-10-01Sector

    000270.KSHYUNDAI
  • Goldman Sachs·2026-10-01Thematic

  • Goldman Sachs·2026-09-30Sector

    7003.T7014.T7721.T
  • Goldman Sachs·2026-09-30Sector

  • Goldman Sachs·2026-09-30Sector

    2317.TW2382.TW3231.TW4938.TW6669.TWApple supply chain·OverweightASIC AI servers·Overweight
  • Goldman Sachs·2026-09-30Sector

    0688.HK0817.HK1030.HK1109.HK2202.HK3900.HK
  • Goldman Sachs·2026-09-30Sector

  • Goldman Sachs·2026-09-30Sector

    010950.KSMPC.USTOP.BKVLO.US
  • Goldman Sachs·2026-09-30Macro

    China official manufacturing PMI: actual2026-09China official non-manufacturing PMI: actual2026-09
  • Goldman Sachs·2026-09-30Sector

  • Goldman Sachs·2026-09-30Strategy

  • Goldman Sachs·2026-09-30Sector

    0005.HKD05.SI