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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·2026-11-04Rates

    Treasury coupon auction size increases: Timing pushed back from Aug 2027Nov 2027Bill supply: Revised down from $270bnNov 2026Bill supply: Revised up from $228bn on a higher TGA path1Q27Bill share of marketable debt: Treasury likely comfortable near this levelFY27
  • BofA Securities·2026-10-30Rates

    2y UST·UnderweightUK 10y gilt yield: forecastYE26US nonfarm payrolls: forecastOct-26
  • BofA Securities·2026-10-23Rates

    US 2y Treasuries·UnderweightFrance OATs vs Bunds·UnderweightBoJ policy rate: hold at 1.25%2026-10
  • BofA Securities·2026-10-09Rates

    BoJ policy rate: additional 25bp hike in Dec2026-12
  • BofA Securities·2026-10-02Rates

  • BofA Securities·2026-09-18Rates

    UK 10y Gilt yield: BofA forecastYE26
  • BofA Securities·2026-09-08Rates

    US 5y Treasuries·OverweightLong-end JGBs·OverweightUS 10y20y inflation swaps·OverweightFed funds rate: 4.375% at YE26 (hike priced into forecast)YE26US 10y Treasury yield: 4.50%YE26ECB refi rate: 2.65%YE26ECB refi rate: 2.15%YE2710y Bund yield: 3.15%YE26BoJ policy rate: 1.50%YE2610y JGB yield: 3.00%YE26BoE base rate: 3.75%YE26RBA: hike in September2026-09