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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·2026-10-27Macro

    Fed funds rate: two hikes then cuts to 3.25-3.5% later
  • Goldman Sachs·2026-10-27Sector

    BYD
  • Goldman Sachs·2026-10-27Macro

    China NBS manufacturing PMI: 49.72026-10China industrial profits: +14.1% y/y2026-09
  • Goldman Sachs·2026-10-27Sector

    SKHYNIXSMSNBlended HBM ASP: +122% y/y to US$3.7/Gb2027
  • Bernstein·2026-10-27Sector

    AMZNEBAYETSY.USSHOPW.US
  • Bernstein·2026-10-27Sector

    002475.SZXIAOMI2454.TW3008.TWAAPLSOI.PAMediaTek·Top pick
  • Morgan Stanley·2026-10-27Macro

    China global export market share: rising to 16.5% by 20302030E
  • Morgan Stanley·2026-10-27Thematic

    MC.PARACE.MIEuropean luxury goods·Neutral
  • Goldman Sachs·2026-10-27Sector

    AMGNAZN.LBMY.USBNTX.USMRKMRNASMMT.US
  • HSBC·2026-10-27Sector

    0688.HK1109.HKBEKE.USChina Resources Land·Top pickChina Overseas Land & Investment·Top pickKE Holdings·Top pick
  • Morgan Stanley·2026-10-27Sector

    AMZNBKNGCART.USGOOGLMETARDDTNorth America internet·Overweight
  • Nomura·2026-10-26Macro

  • Morgan Stanley·2026-10-26Thematic

    US data-centre net power shortfall: 38GW2026-2028US data-centre power demand: 116GW2026-2028
  • Goldman Sachs·2026-10-26Strategy

    Korea·OverweightKOSPI index 12m target: 9,00012m
  • J.P. Morgan·2026-10-26Sector

    Refined copper demand growth: +2.9% in 20272027
  • Morgan Stanley·2026-10-26Sector

    ALGM.USAMKRINTCNXPI.USSNDK
  • Nomura·2026-10-26Sector

  • Goldman Sachs·2026-10-26Sector

    Global coffee surplus: about 10mn bags (~6%)2026/27
  • HSBC·2026-10-26Sector

    2383.TW3037.TW3044.TW6274.TW8046.TWCCL·Overweight
  • Bernstein·2026-10-26Sector

    COINCRCLFIGRHOOD
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