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

  • UBS·2026-10-02Sector

    9983.T2685.T3563.T7453.T9843.T
  • Goldman Sachs·2026-10-02Macro

  • Goldman Sachs·2026-10-02Strategy

  • Deutsche Bank·2026-10-02Macro

  • UBS·2026-10-02Strategy

  • Goldman Sachs·2026-10-02Rates

    Germany 10y Bund yield: forecastend-2026
  • Bernstein·2026-10-02Sector

    ROL.USRTO.L
  • BofA Securities·2026-10-02Credit

  • Goldman Sachs·2026-10-02Sector

    DVN.USMPC.USVLO.US
  • BofA Securities·2026-10-02Macro

    USD/JPY: 149end-2026
  • Goldman Sachs·2026-10-02Macro

  • Deutsche Bank·2026-10-02Macro

  • BofA Securities·2026-10-02Sector

    ADC.USCUBE.USEGP.USMAC.USPECO.USWELL.USWelltower·Top pickAgree Realty·Top pickCubeSmart·Top pickMacerich·Top pickPhillips Edison·Top pick
  • Goldman Sachs·2026-10-02Macro

    Euro area core HICP: 2.7% yoy peak2027-Q1Euro area headline HICP: 3.8% yoy peak2026-Q4
  • UBS·2026-10-02Sector

    AALDAL.USUAL.US
  • Citi·2026-10-02Thematic

  • BofA Securities·2026-10-02Rates

  • Deutsche Bank·2026-10-02Sector

    APNA.LBAG.LCWK.LFEVR.LGCC.LGNS.L
  • Deutsche Bank·2026-10-02Strategy

    CCEP.USCCH.LKGF.LSJP.LSt James's Place·Top pick