Broker Research: Sector, Macro and Strategy Notes

J.P. Morgan·2026-10-09Sector

AAPL DELLHPQ.US

J.P. Morgan·2026-10-09Macro

J.P. Morgan·2026-10-09Sector

INW.MITEF.MC

J.P. Morgan·2026-10-09Sector

ZIJINMINING600547.SH2259.HK600362.SH

J.P. Morgan·2026-10-09Sector

0688.HK1109.HK1209.HKBEKE.US

J.P. Morgan·2026-10-09Macro

J.P. Morgan·2026-10-08Macro

J.P. Morgan·2026-10-08Strategy

J.P. Morgan·2026-10-08Sector

MRK REGN

J.P. Morgan·2026-10-08Sector

UNITREE002747.SZ300124.SZ9880.HKGlobal humanoid robot shipments: raised2030EChina industrial robot shipments: raised2026E

J.P. Morgan·2026-10-07Strategy

J.P. Morgan·2026-10-07Macro

China FX reserves: fell more than expectedSep 2026

J.P. Morgan·2026-10-02Macro

ICE #11 raw sugar price: average 20 USc/lb4Q26ICE #11 raw sugar price: average 22 USc/lb1H27

J.P. Morgan·2026-10-02Rates

J.P. Morgan·2026-09-30Strategy

1801.HKMEITUAN3988.HK

J.P. Morgan·2026-09-30Sector

6976.T6981.TSAMSUNGEM6762.T

J.P. Morgan·2026-09-30Sector

1109.HK1209.HK

J.P. Morgan·2026-09-30Macro

China real GDP: forecast3Q26China real GDP: forecast4Q26China real GDP: forecast2026

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

Hardware & Networking PC Market Tracker: PC Shipments Fall in 3Q26 With Further Declines Likely; Though Pricing Remains Elevated

Oil Flash Note: April comes twice

Agricultural Commodities Update: Weather and El Nino impacts on European ag production and supply chains

European Telecoms: Agentic AI. Musing the potential implications for Telcos

China Basic Materials: 3Q26 Earnings Preview: Coal and copper to lead earnings growth; downgrade SD Gold to UW

Mainland China HK Property: First look at Golden Week

Global Commodities: The Week in Commodities

China Consumer: _Golden” Week reality check: Picky wallets, polarized spend-261008.pdf_; filename_=utf-8''J.P. Morgan-China Consumer: _Golden” Week reality check: Picky wallets, polarized spend

Retail Radar Oct 7 – Seasonally stronger, Tech back in focus

REGN MRK: Takeaways From Recent Retina Expert Call

JPM Robotics & Factory Automation: Unitree initiation, Inovance Estun UBTech downgrades – Where are the opportunities?

Flows & Liquidity An overhang of long duration and spread exposures

China: Sept FX reserves dropped partly on valuation effect Extent of CNY appreciation a near-term focus

Global Commodities The Week in Commodities

Agricultural Markets Weekly El Niño is eating into the world sugar market balance, now seen as a moderate deficit in 2026-27

Treasuries Try to catch the deluge in a paper cup

China Equity Strategy: Four stimulus scenarios and stock screens

Electronic Components Sector: MLCC eXchange: August 2026 trade data; MoM decline due to Obon holidays, but growth trend unchanged, ASP continues to rise

China Property & Banks: Mortgage subsidies are out - a good gesture, but the magnitude is milder than expected

China: Urgency Rises, Stimulus Remains Targeted