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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·2026-10-05Sector

    ANTO.LGLEN.LRIO.L
  • Nomura·2026-10-05Macro

  • Bernstein·2026-10-05Sector

    300750.SZ
  • Morgan Stanley·2026-10-05Sector

    AVGONVDA
  • Goldman Sachs·2026-10-05Sector

    CVE.USSU.US
  • BofA Securities·2026-10-05Sector

  • Morgan Stanley·2026-10-05Sector

    NVDA
  • UBS·2026-10-05Sector

    AVGOAMDCRWVGOOGLSTXWDC
  • Goldman Sachs·2026-10-05Sector

    ADIMCHPNXPI.US
  • BofA Securities·2026-10-05Sector

    2383.TW600183.SH6274.TWO000150.KSKBHLD
  • UBS·2026-10-05Sector

    CFR.SWMC.PARMS.PAZGN.USRichemont·Top pickHermes·Underweight
  • Bernstein·2026-10-05Sector

  • Goldman Sachs·2026-10-05Strategy

  • Goldman Sachs·2026-10-05Strategy

  • Bernstein·2026-10-05Sector

    AAPL2330.TW3008.TWQCOM
  • UBS·2026-10-05Sector

  • Goldman Sachs·2026-10-05Sector

    AXPBFH.USCOF
  • Bernstein·2026-10-05Sector

    BYD7203.T
  • Goldman Sachs·2026-10-05Macro

    Global composite PMI: 54.3 in September2026-09US services PMI: 58.8 post-pandemic high2026-09Global manufacturing input price PMI: 61.0 in September2026-09
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