Broker Research: Sector, Macro and Strategy Notes

Bernstein·2026-10-09Sector

EDP.PLENGI.PASSE.L

Bernstein·2026-10-09Thematic

3692.HK4519.T603259.SHJNJ

Bernstein·2026-10-09Thematic

COP CVX XOM

Bernstein·2026-10-09Sector

BF-B.USDGE.LRI.PA

Bernstein·2026-10-09Sector

AM.PABA.LHO.PALDO.MIRHM.DETKMS.DE

Bernstein·2026-10-09Thematic

BYD175.HK2333.HK7203.T

Bernstein·2026-10-08Sector

3659.T7832.T7974.T9684.T9697.T9766.TJapan video gaming·Overweight

Bernstein·2026-10-08Sector

AMT.USCCI.USSBAC.USSPCX

Bernstein·2026-10-08Sector

CARR JCI NVT TT VRT

Bernstein·2026-10-08Sector

ANET CIEN COHR CSCO GLW LITE

Bernstein·2026-10-08Sector

SMSN2303.TW2330.TW2454.TWMediaTek·Top pickAsia semiconductors·Overweight

Bernstein·2026-10-08Sector

BRBY.LCFR.SWKER.PAMC.PARMS.PA

Bernstein·2026-10-08Sector

ENGI.PAIG.MING.LSRG.MI

Bernstein·2026-10-08Sector

CHTR.USCMCSA TMUS T VZ

Bernstein·2026-10-07Sector

ABNB BKNGEXPE.USHLT.USH.USIHG.LMARTRIP.US

Bernstein·2026-10-07Sector

INF.LREL.L

Bernstein·2026-10-07Sector

STX WDC6762.T

Bernstein·2026-10-07Sector

ANET CIEN CLS COHR CSCO GLW LITEUS networking & communications equipment·Overweight

Bernstein·2026-10-07Sector

NAVER CPNG

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

European Utilities & Clean Energy: European Utilities & Clean Energy: 3Q26 power production-uneven hydrology but power demand turns positive

Global Biopharma Mid-sized molecules: The new frontier for biopharma and CDMOs

Bernstein Energy & Power: The risk framework for oil & gas will never be the same

Weekend Healthcare Pulse: Medtech is still Deadtech; what's the problem, and any hope into year end?

Weekend Consumer Blast: Jack Daniel's (and the US whiskey industry) is at its 'flavorgate' inflection

Global Aerospace & Defense European Defense: Into Q3'26 (Thales, Rheinmetall, Leonardo, BAE, Dassault, TKMS)

Asia Consumer Blast: Bangkok Auto Showdown. When flood hits — Toyota has the service network, BYD brings the lifeboat

Japan Video Gaming: A data-driven look at the September logjam, and into Q2

US Communications Infrastructure: Quick Take: SPCX buying low-band spectrum, good for towers

U.S. Multi Industry & Electrical Equipment Data Center Cooling: Accelsius on the transition from singlephase to two-phase liquid cooling

US Networking Connecting the dots... A primer on networking equipment in the age of AI

Asia Semis & Global Memory: 3Q26 Earnings Preview-Is AI Still a Long?

Global Luxury Goods Global Luxury Goods Mega-Transect: Consumer Engagement Continues to Improve Despite Challenging Backdrop

European Utilities & Clean Energy The Long View: What is the future of gas distribution networks in Europe?

US Telecom: Competitive Intensity Update (3Q26) - Aggression Beneath the Surface

Global Hotels & Leisure Global Lodging: 10 things I learned at the Skift AI & Data summit

Global Media: A beginner's guide to B2B exhibitions

U.S. IT Hardware HDDs (STX, WDC): TDK's crown jewels up for grabs?

US Networking & Communications Equipment AI Value Chain: What do we need to believe to believe the AI build is healthy?

Korea Internet Korea E-commerce: The Chuseok winners