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

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  • BofA Securities·2026-10-02Macro

    US underlying inflation: 2.5% y/y2026
  • BofA Securities·2026-10-02Sector

    EQNR.OLBP.LENI.MIGALP.LSNESTE.HEOMV.VIREP.MCSHEL.LTTE.PAEquinor·Top pick
  • BofA Securities·2026-10-02Macro

  • BofA Securities·2026-10-02Credit

  • BofA Securities·2026-10-02Macro

  • BofA Securities·2026-10-01Sector

    SKHYNIXSMSNMU
  • BofA Securities·2026-10-01Strategy

    SKHYNIX1519.HK2308.TW2359.HK6274.TWO7453.TASHOKLEY.NSBHP.AXHTHT.USMPHASIS.NSSK Hynix·Top pickBHP·Top pickDelta Electronics·Top pickWuXi AppTec·Top pick
  • BofA Securities·2026-10-01Credit

  • BofA Securities·2026-10-01Sector

    EFX.USFICO.USTRU.US
  • BofA Securities·2026-10-01Credit

  • BofA Securities·2026-10-01Strategy

  • BofA Securities·2026-10-01Sector

    MPC.USVLO.USPSX.US
  • BofA Securities·2026-10-01Strategy

  • BofA Securities·2026-10-01Strategy

  • BofA Securities·2026-09-30Sector

    SBP600276.SHAKESOAZN.LNOVO-B.COSMMT.US
  • BofA Securities·2026-09-29Sector

    0386.HK0857.HK1208.HK1378.HKZIJINMINING3993.HK
  • BofA Securities·2026-09-29Sector

    INTCLRCXMRVLMUNVDAUS semiconductors·OverweightNVIDIA·Top pickIntel·Top pickMarvell·Top pickMicron·Top pickLam Research·Top pick
  • BofA Securities·2026-09-25Macro

    US nonfarm payrolls: forecast2026-09US real GDP (tracking): forecast3Q26
  • BofA Securities·2026-09-25Macro

    USD/JPY: forecastend-2026
  • BofA Securities·2026-09-25Strategy

    Commodities·OverweightEM assets·Overweight
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