Broker Research: Sector, Macro and Strategy Notes

Morgan Stanley·2026-10-02Sector

STX WDC

Deutsche Bank·2026-10-02Sector

Bernstein·2026-10-02Sector

CEG NEE VST

BofA Securities·2026-10-02Macro

USD/JPY: 149end-2026

Deutsche Bank·2026-10-02Rates

BofA Securities·2026-10-02Sector

GPI.USSAH.US

Deutsche Bank·2026-10-02Sector

IP.USPKG.US

J.P. Morgan·2026-10-02Rates

Bernstein·2026-10-02Sector

ELE.MCELI.BRENGI.PAIBE.MCNG.LRED.MCRENE.LSSSE.LTRN.MI

Deutsche Bank·2026-10-02Macro

Bernstein·2026-10-02Sector

NVT VRT

BofA Securities·2026-10-02Macro

US real GDP growth: BofA forecast2026FUS real GDP growth: BofA forecast2027F

Deutsche Bank·2026-10-02Thematic

Nomura·2026-10-02Sector

Goldman Sachs·2026-10-02Sector

6146.T6525.TADVANTEST LASERTEC

Goldman Sachs·2026-10-02Sector

1357.HK0020.HK0268.HK301269.SZ600588.SH

BofA Securities·2026-10-02Macro

US underlying inflation: 2.5% y/y2026

Goldman Sachs·2026-10-02Strategy

Taiwan·OverweightKorea·OverweightBrazil·OverweightSouth Africa·OverweightHungary·Overweight

Goldman Sachs·2026-10-02Credit

Bernstein·2026-10-02Sector

SUNB.LURI.US

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

Hard Disk Drives - North America We're Not Losing Sleep Over The Toshiba Report. Here's Why

North America Gaming & Lodging Industry Lodging Weekly Valuation Summary

Americas Energy & Transition: Americas Power and Energy Transition: Dear PJM, It's not you..oh wait-it IS you!

Global FX weekly: Déjà EUR

Japan Rates Strategy October 10 year and 30 year JGB auction preview

Automotive Industry Weekly Automotive Pit Stop Tech pipeline strengthens, raw material risk builds

North America Packaging Industry End Market Analysis Food is Still King

Treasuries Try to catch the deluge in a paper cup

European Utilities & Clean Energy Regulated Networks Primer series: Part 3: Growth and Capex Outlooks in European Power networks

Precious Special Report: Beyond Peak #Silversqueeze

U.S. Multi Industry & Electrical Equipment US Multis Preview (Vertiv nVent): Re-iterate long-term Outperform on both names but tactically prefer NVT in 3Q

Global Economic Weekly The fog of war

dbSustainability Spotlight Thematic Research Responsible AI & Safety, NY Climate Week and More Updates

China Internet & New Media: Tax scrutiny appears to be tightening

Japan Technology: Semiconductors: Investor feedback: Sentiment improving despite concerns about AI investment higher interest rates

CHINA SOFTWARE: AI agents and AI native tools in expansion to drive growth; Meitu down to Neutral on fair valuation vs. coverage

US Economic Weekly Revisions, risks, and rate hikes

EM WEEKLY KICKSTART MSCI EM fell 1pct

MORTGAGE & STRUCTURED PRODUCTS TRADER: Low cap CMO floaters and moderately seasoned non-QM reprice wider

European Business Services US Rental Equipment Rental Rates and Demand remain strong into the end of Summer