Morgan Stanley·2026-10-26Sector
Research: Broker notes on sectors, macro, rates and strategy
- Morgan Stanley·2026-10-26Sector2383.TW3037.TW600183.SH6274.TWOABF substrates·Overweightglass fibre cloth·Overweight
- Morgan Stanley·2026-10-26StrategyQuality factor·OverweightS&P 500: 80002026-12
- Morgan Stanley·2026-10-26StrategyGold·Top pickGold price: $5,000/oz2027-Q2
- Morgan Stanley·2026-10-26ThematicEDP.LS·OverweightRWE.DE·OverweightBE.US·Overweight015760.KS·UnderweightENG.MC·UnderweightSRG.MI·Underweight
- Morgan Stanley·2026-10-25ThematicChina humanoid shipments: 50k units2026China humanoid shipments: 100k units2027
- Morgan Stanley·2026-10-25StrategyChina A-shares·Overweight
- Morgan Stanley·2026-10-25Thematic
- Morgan Stanley·2026-10-25Credit
- Morgan Stanley·2026-10-23SectorCopper miners·Overweight
- Morgan Stanley·2026-10-23Sector1590.TW2049.TW
- Morgan Stanley·2026-10-23Sector
- Morgan Stanley·2026-10-23Sector
- Morgan Stanley·2026-10-23Sector
- Morgan Stanley·2026-10-23SectorLME aluminium price: USD 3,100/t2026-Q4LME aluminium price: USD 3,000/t2027-Q1
- Morgan Stanley·2026-10-23Sector
- Morgan Stanley·2026-10-22Sector
- Morgan Stanley·2026-10-22SectorCHKP.USFTNT.USQLYS.USRPD.USTENB.US
- Morgan Stanley·2026-10-22Sector
- Morgan Stanley·2026-10-22Sector1208.HKGLEN.LRIO.LCopper market balance: 70kt deficit2027