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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·2026-10-08Sector

    IGO.AXPLS.AXLTR.AX
  • Goldman Sachs·2026-10-08Macro

  • Goldman Sachs·2026-10-08Strategy

    MXAPJ long-run annual earnings growth: raised to 10% from 9%10-year
  • Goldman Sachs·2026-10-08Macro

    NYMEX natural gas price: bearish vs forwardsWinter 2026-27NYMEX natural gas price: bearish vs forwardsSummer 2027
  • Goldman Sachs·2026-10-08Strategy

    AR.USBKR.USCOPDINO.USDUK.USGLNG.USOXYPRPWRTRP.USUS refining·OverweightPower & LNG infrastructure·Overweight
  • Goldman Sachs·2026-10-08Sector

    PPC.ATRWE.DESLR.MC
  • Goldman Sachs·2026-10-08Sector

    1318.HK2367.HK
  • Goldman Sachs·2026-10-07Sector

    BHP.AXBSL.AXCIA.AXFMG.AXILU.AXLYC.AXNHC.AXRIO.AXS32.AXCopper·OverweightCopper price: GS forecast raised2027
  • Goldman Sachs·2026-10-07Sector

    BKR.USFTI.USHALSLB
  • Goldman Sachs·2026-10-07Sector

    603268.SHYAZG.SI7014.TWRT1V.HE
  • Goldman Sachs·2026-10-07Sector

    ACNCTSH.USEPAM.USGLOB.USIBM
  • Goldman Sachs·2026-10-07Sector

    FSLRNXTSHLS.USRUN.US
  • Goldman Sachs·2026-10-07Sector

    600519.SH000858.SZ6979.HK
  • Goldman Sachs·2026-10-07Macro

  • Goldman Sachs·2026-10-07Macro

  • Goldman Sachs·2026-10-07Sector

    BKNGEXPE.USABNBTRIP.US
  • Goldman Sachs·2026-10-07Sector

    MS.USEVR.US
  • Goldman Sachs·2026-10-07Sector

    ANETCLSCSCOHPE
  • Goldman Sachs·2026-10-06Macro

  • Goldman Sachs·2026-10-06Sector

    CRMHUBS.US
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