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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
  • BofA Securities·2026-11-04Macro

    Brazil grains and oilseeds planted area growth: About 1 mn ha, below USDA and CONAB forecasts of roughly 2%2026/27Brazil corn production (downside scenario): Below 141 mn t in 2025/26 and the USDA forecast of 139 mn t2026/27Global major-crop area needed from population growth alone: Required each year even with trend yield gainsAnnual
  • BofA Securities·2026-10-23Macro

    JPY·OverweightIDR·UnderweightUSD/JPY: 1522026-12
  • BofA Securities·2026-10-23Macro

    Fed funds rate: 25bp hike in October2026-10ECB deposit rate: final hike in December2026-12
  • BofA Securities·2026-10-20Macro

    Korea/Taiwan policy rates: further tighteningPBoC policy rate: on hold
  • BofA Securities·2026-10-16Macro

    China structural lending tools: RMB800bn2026-Q4China additional local-government bond quota: RMB550bn2026-Q4
  • BofA Securities·2026-10-16Macro

    US core PCE: 0.34% m/m Sep2026-09US headline PCE: 0.52% m/m Sep2026-09
  • BofA Securities·2026-10-12Macro

    Gold price: $4,813/oz average in CY272027Gold price: $4,000/oz average in 4Q262026-Q4
  • BofA Securities·2026-10-02Macro

    USD/JPY: 149end-2026
  • BofA Securities·2026-10-02Macro

  • BofA Securities·2026-10-02Macro

    USD/JPY: 149end-2026
  • BofA Securities·2026-10-02Macro

    US real GDP growth: BofA forecast2026FUS real GDP growth: BofA forecast2027F
  • BofA Securities·2026-10-02Macro

    US underlying inflation: 2.5% y/y2026
  • BofA Securities·2026-10-02Macro

  • BofA Securities·2026-10-02Macro

  • BofA Securities·2026-09-25Macro

    US nonfarm payrolls: forecast2026-09US real GDP (tracking): forecast3Q26
  • BofA Securities·2026-09-25Macro

    USD/JPY: forecastend-2026
  • BofA Securities·2026-09-18Macro

  • BofA Securities·2026-09-04Macro

    US real GDP growth: BofA tracking estimate3Q 2026
  • BofA Securities·2026-09-04Macro

    ECB policy rate change: BofA forecastSep 2026 meeting
  • BofA Securities·2026-09-04Macro

    LME cash copper: BofA forecast2027
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