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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
  • Morgan Stanley·2026-10-25Thematic

  • Goldman Sachs·2026-10-25Macro

    Brent crude: $116/bbl2026-10
  • Morgan Stanley·2026-10-25Credit

  • Goldman Sachs·2026-10-25Sector

    4578.TVERA.USVRTX
  • Goldman Sachs·2026-10-25Macro

    France fiscal deficit: 5.4% of GDP2027
  • Goldman Sachs·2026-10-25Macro

    China real GDP growth: 4.5% yoy3Q26China augmented fiscal deficit: 10.0% of GDP2026
  • Goldman Sachs·2026-10-25Macro

    2027 European summer gasoline·Overweight
  • Goldman Sachs·2026-10-24Sector

  • Goldman Sachs·2026-10-24Strategy

    TAIEX 12m index target: 57,50012m
  • Goldman Sachs·2026-10-24Thematic

    002600.SZ992.HK
  • Goldman Sachs·2026-10-24Macro

    Taiwan real GDP growth: 0.8% qoq sa2026-Q3Taiwan real GDP growth: 11.7% yoy2026Taiwan real GDP growth: 3.3% yoy2027Taiwan policy rate: 2.125% end-20262026-12Taiwan policy rate: 2.375% end-20272027-12USD/TWD: 31.0 on 12M view12m
  • Goldman Sachs·2026-10-24Strategy

  • J.P. Morgan·2026-10-23Rates

    UST 10s/30s curve·Overweight
  • Morgan Stanley·2026-10-23Sector

    Copper miners·Overweight
  • J.P. Morgan·2026-10-23Sector

  • J.P. Morgan·2026-10-23Macro

  • Goldman Sachs·2026-10-23Strategy

  • Morgan Stanley·2026-10-23Sector

    1590.TW2049.TW
  • Goldman Sachs·2026-10-23Macro

    China augmented fiscal deficit: 10.0% of GDP2026
  • Goldman Sachs·2026-10-23Sector

    6146.T6361.T6525.TTOKYOELMU
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