Nomura·2026-10-23Rates
HK Mar-1y IRS: target 3.80% by end-November2026-11
Research: Broker notes on sectors, macro, rates and strategy
- Nomura·2026-10-23MacroUS real GDP growth: 3.4% q-o-q saar2026-Q3US core PCE inflation: 3.1% y-o-y2026-Q4Fed funds rate: hold in October2026-10
- Nomura·2026-10-23Sector1109.HKKER.PA
- Nomura·2026-10-23SectorGM.US
- Nomura·2026-10-23Macro
- Nomura·2026-10-22Sector1109.HKRMS.PA
- Nomura·2026-10-22MacroUSD/CNY fix projection: 6.67622026-10-22
- Nomura·2026-10-22Macro
- Nomura·2026-10-22Sector
- Nomura·2026-10-21Macro
- Nomura·2026-10-21MacroUSD/CNY fix projection: 6.674121 Oct 2026
- Nomura·2026-10-21MacroAsia consumer electronics inflation: 5.8% y/y2026-09
- Nomura·2026-10-21Sector3696.HK
- Nomura·2026-10-21Sector
- Nomura·2026-10-20RatesChina 5y CGB·OverweightChina monthly net CGB+LGB supply: RMB1.2trn4Q26
- Nomura·2026-10-20Sector000333.SZANTA9987.HKMidea Group·Top pickANTA Sports·Top pickYum China·Top pickChina retail sales growth: 1.1% y-ySep 2026
- Nomura·2026-10-20MacroUSD/CNY fix projection: 6.68132026-10-20
- Nomura·2026-10-20MacroChina official manufacturing PMI: 49.8Oct 2026
- Nomura·2026-10-20MacroChina real GDP growth: 4.7%2026China real GDP growth: 4.0%2027
- Nomura·2026-10-19Sector