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

AllSectorThematicMacroStrategyRatesCreditOther
All brokersGoldman SachsMorgan StanleyJ.P. MorganBernsteinNomuraUBSBofA SecuritiesDeutsche BankHSBCBarclaysCitiJefferiesABG Sundal CollierPeking University NERCWedbush Securities
  • J.P. Morgan·2026-10-02Macro

  • BofA Securities·2026-10-02Sector

    ETR.USMETAPCGSO
  • Bernstein·2026-10-02Sector

    002008.SZ002415.SZ1590.TW300124.SZ6273.T6324.T6861.T6954.TCGNXIPGP.USChina manufacturing PMI: actual2026-09
  • BofA Securities·2026-10-02Macro

  • Bernstein·2026-10-02Sector

    MSFTCRMMDBORCLSNOW
  • Deutsche Bank·2026-10-02Macro

    Brent crude price: USD 95/bbl4Q26
  • Goldman Sachs·2026-10-02Strategy

  • Nomura·2026-10-02Macro

  • Goldman Sachs·2026-10-02Sector

    ABI.BRCARL-B.COHEIA.ASRBREW.COTAP.US
  • Goldman Sachs·2026-10-02Sector

    BOE.AXGMD.AXIGO.AXLTR.AXMIN.AXNEMNST.AXPDN.AXPLS.AX
  • Bernstein·2026-10-02Sector

    LLYROG.SWZEAL.CO
  • Goldman Sachs·2026-10-02Sector

    ANTA3813.HK6110.HK9988.HKNKE
  • Goldman Sachs·2026-10-02Sector

  • UBS·2026-10-02Sector

    AMX.USDESK3.SATIMS3.SAVIVT3.SA
  • Goldman Sachs·2026-10-02Sector

  • Goldman Sachs·2026-10-02Sector

    ESSITY-B.ST
  • UBS·2026-10-02Sector

    ENX.PADB1.DELSEG.L
  • BofA Securities·2026-10-02Sector

    JPMBK.USJPMorgan Chase·Top pickBNY·Top pick
  • J.P. Morgan·2026-10-02Macro

    ICE #11 raw sugar price: average 20 USc/lb4Q26ICE #11 raw sugar price: average 22 USc/lb1H27
  • Goldman Sachs·2026-10-02Strategy

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