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

  • BofA Securities·2026-10-09Rates

    BoJ policy rate: additional 25bp hike in Dec2026-12
  • BofA Securities·2026-10-08Sector

    6502.TSTXWDC
  • BofA Securities·2026-10-08Sector

  • BofA Securities·2026-10-06Sector

    1801.HK600276.SH6990.HKAKESO
  • BofA Securities·2026-10-06Strategy

  • BofA Securities·2026-10-06Sector

    9434.TBHARTI.NSTPG.AXZ74.SI
  • BofA Securities·2026-10-05Strategy

  • BofA Securities·2026-10-05Sector

  • BofA Securities·2026-10-05Sector

    2383.TW600183.SH6274.TWO000150.KSKBHLD
  • BofA Securities·2026-10-05Strategy

  • BofA Securities·2026-10-02Credit

  • BofA Securities·2026-10-02Macro

    USD/JPY: 149end-2026
  • BofA Securities·2026-10-02Sector

    ADC.USCUBE.USEGP.USMAC.USPECO.USWELL.USWelltower·Top pickAgree Realty·Top pickCubeSmart·Top pickMacerich·Top pickPhillips Edison·Top pick
  • BofA Securities·2026-10-02Rates

  • BofA Securities·2026-10-02Sector

    ETR.USMETAPCGSO
  • BofA Securities·2026-10-02Macro

  • BofA Securities·2026-10-02Sector

    JPMBK.USJPMorgan Chase·Top pickBNY·Top pick
  • BofA Securities·2026-10-02Macro

    USD/JPY: 149end-2026
  • BofA Securities·2026-10-02Sector

    GPI.USSAH.US
  • BofA Securities·2026-10-02Macro

    US real GDP growth: BofA forecast2026FUS real GDP growth: BofA forecast2027F