Broker Research: Sector, Macro and Strategy Notes

Nomura·2026-10-14Macro

Nomura·2026-10-13Sector

1590.TW

Nomura·2026-10-13Rates

Nomura·2026-10-13Sector

1109.HKMC.FR

Nomura·2026-10-13Macro

Nomura·2026-10-13Sector

000333.SZANTA6181.HK9987.HKCFR.SW

Nomura·2026-10-13Strategy

Nomura·2026-10-12Macro

Nomura·2026-10-12Sector

000333.SZANTA9987.HK

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

Nomura·2026-10-09Macro

China real GDP growth: 4.5% y-o-y in Q42026-Q4

Nomura·2026-10-09Macro

US core PCE inflation: forecastSep 2026US core PCE inflation y/y: forecastSep 2026Fed funds rate: pause in October, hike in December, hold in 20272026-2027

Nomura·2026-10-09Macro

USD/CNY fix: model projection2026-10-09

Nomura·2026-10-09Macro

Taiwan policy rate: hike expected2026-12

Nomura·2026-10-09Macro

Nomura·2026-10-09Sector

300308.SZ300502.SZ

Nomura·2026-10-08Macro

USD/CNY fix model projection: 6.7231 vs 6.7351 previous2026-10-08

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

Asia Insights: China,Growth of both exports and imports rose strongly in September

USD CNY fix model: Projection: 6.6942

China factory automation data: September 2026: Airtac's sales up slightly m-m in September

Asia Insights Asia rates: High-conviction views to receive Korea and Hong Kong

China consumer: Read-across from LVMH’s 3Q26 results

USD CNY fix model Projection: 6.6956

China consumer: Solid sales for select luxury brands

China A-share strategy: CSRC meeting signals focus on market stability

Asia Insights: EU-China trade tensions: A reprieve

FX Insights: Foreign inflows into US portfolio assets remained robust amid US equities outperformance

USD CNY fix model: Projection: 6.6985

China consumer: High-end shopping malls saw recovering momentum in Sep

US Economic Weekly: Cooling inflation to seal the October pause

Asia Insights China: The new policy package continues to unfold, with limited scale

Economic Insights: US: September CPI preview

USD CNY fix model: Projection: 6.7004

Asia Economic Monthly: Is inflation generalising in Asia?

Key focus and themes: USD supports still intact -watching near-term risks to the view

Global AI Trend Tracker: What if US content reaches 65% of transceiver BOM cost?

USD CNY fix model Projection: 6.7231