tickers.watch

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

AllSectorThematicMacroStrategyRatesCreditOther
All brokersGoldman SachsMorgan StanleyJ.P. MorganBernsteinNomuraUBSBofA SecuritiesDeutsche BankHSBCBarclaysCitiJefferiesABG Sundal CollierPeking University NERCWedbush Securities
  • Morgan Stanley·2026-10-11Thematic

    SKHYNIXSMSN
  • Goldman Sachs·2026-10-11Macro

    China augmented fiscal deficit: 11.5% of GDP2026
  • J.P. Morgan·2026-10-11Sector

    1997.HK
  • J.P. Morgan·2026-10-11Sector

    BYD3808.HK9973.HK
  • Goldman Sachs·2026-10-11Thematic

  • Bernstein·2026-10-11Thematic

    ETNPWR
  • J.P. Morgan·2026-10-11Sector

    2345.TW2382.TW3231.TW6669.TW
  • Goldman Sachs·2026-10-11Macro

    China real GDP growth: 4.4% yoy in Q32026-Q3China real GDP growth: 4.5% in 20262026
  • Goldman Sachs·2026-10-11Macro

    Brent oil price: $90/bbl in Dec262026-12Brent oil price: $80/bbl 2027 average2027
  • Goldman Sachs·2026-10-11Macro

  • Goldman Sachs·2026-10-10Strategy

    MXAPJ 12-month target: 1,12012m
  • Goldman Sachs·2026-10-10Strategy

    TAIEX 12-month target: 57,50012m
  • Goldman Sachs·2026-10-10Strategy

  • J.P. Morgan·2026-10-09Macro

    CNY FX in GBI-EM·OverweightUSD/CNY: 6.60 at end-20262026-12
  • BofA Securities·2026-10-09Sector

    SMSNMUGlobal DRAM sales: US$573bn in 20262026Global NAND sales: US$367bn in 20262026
  • Goldman Sachs·2026-10-09Macro

  • J.P. Morgan·2026-10-09Sector

    AAPLDELLHPQ.US
  • Bernstein·2026-10-09Sector

    ADS.DEDECK.USNKEONON.US
  • Nomura·2026-10-09Macro

    US core CPI inflation: 0.227% m-o-m in September2026-09US core PCE inflation: 3.0% y-o-y in Q4 20262026-Q4US retail sales: 0.3% m-o-m in September2026-09
  • Goldman Sachs·2026-10-09Macro

Older →