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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
  • Goldman Sachs·2026-10-03Strategy

  • Goldman Sachs·2026-10-03Strategy

    2330.TW
  • Goldman Sachs·2026-10-03Strategy

    TOPIX: target12m
  • Goldman Sachs·2026-10-03Strategy

    China materials·Overweight
  • Goldman Sachs·2026-10-03Strategy

  • Goldman Sachs·2026-10-03Strategy

  • Goldman Sachs·2026-10-03Strategy

  • Goldman Sachs·2026-10-02Macro

  • Goldman Sachs·2026-10-02Macro

    France real GDP growth: 0.4%2026France real GDP growth: 0.6%2027
  • Goldman Sachs·2026-10-02Macro

    China current account surplus: forecast2026China augmented fiscal deficit: forecast2026USD/CNY: forecastend-2026
  • Goldman Sachs·2026-10-02Macro

  • Goldman Sachs·2026-10-02Strategy

  • Goldman Sachs·2026-10-02Rates

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

    DVN.USMPC.USVLO.US
  • Goldman Sachs·2026-10-02Macro

  • Goldman Sachs·2026-10-02Macro

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

  • 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
  • Goldman Sachs·2026-10-02Sector

    ANTA3813.HK6110.HK9988.HKNKE
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