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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·2026-10-11Strategy

    China AI equities·Overweight
  • Goldman Sachs·2026-10-11Macro

    China augmented fiscal deficit: 11.5% of GDP2026
  • Goldman Sachs·2026-10-11Thematic

  • 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

  • Goldman Sachs·2026-10-09Macro

  • Goldman Sachs·2026-10-09Macro

  • Goldman Sachs·2026-10-09Sector

    SPCXVOD.LEuropean telecoms·Neutral
  • Goldman Sachs·2026-10-09Strategy

  • Goldman Sachs·2026-10-09Sector

    1318.HK2367.HK2657.HK603605.SH
  • Goldman Sachs·2026-10-09Thematic

    ASPI.US
  • Goldman Sachs·2026-10-09Strategy

  • Goldman Sachs·2026-10-09Sector

    CELHHSY.USKDP.USMNSTSTZ.US
  • Goldman Sachs·2026-10-09Sector

    001979.SZ0688.HK
  • Goldman Sachs·2026-10-09Macro

  • Goldman Sachs·2026-10-09Sector

    0027.HK1928.HKHTHT.USTCOM
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