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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
  • Barclays·2026-09-29Thematic

  • Barclays·2026-09-24Thematic

  • Barclays·2026-09-21Thematic

    ADSKAGCO.USPWRWMS.US
  • Barclays·2026-09-16Thematic

    2330.TWSKHYNIXSMSNKIOXIA
  • Barclays·2026-09-15Thematic

  • Barclays·2026-09-11Thematic

    SPOTGLWRBLXTVZU.S. Internet·OverweightU.S. Media·Neutral
  • Barclays·2026-09-10Thematic

    European Technology Hardware·Neutral
  • Barclays·2026-09-08Thematic

  • Barclays·2026-09-03Thematic

    European oil services·OverweightEnergy·Overweight
  • Barclays·2026-09-02Thematic

    Data center power·Neutral
  • Barclays·2026-09-02Thematic

    Grids and transmission·OverweightBattery storage·Overweight
  • Barclays·2026-08-28Thematic

    AMZNGOOGLMETAUS internet·Overweight
  • Barclays·2026-08-20Thematic

    AVGOCRWVAI infrastructure credit·Neutral
  • Barclays·2026-08-06Thematic

    Humanoid robotics·Overweight