Research: Broker notes on sectors, macro, rates and strategy

  • Goldman Sachs·2026-10-23Rates

    Euro area 2s5s·OverweightUK swap spreads·Overweight
  • Goldman Sachs·2026-10-02Rates

    Germany 10y Bund yield: forecastend-2026
  • Goldman Sachs·2026-09-14Rates

    UK 10y Gilt yield: GS forecastend-2026
  • Goldman Sachs·2026-09-11Rates

    Italian BTPs·Underweight10y OAT-Bund spread: year-end forecast widenedYE 202610y BTP-Bund spread: year-end forecast widenedYE 202610y Bonos-Bund spread: year-end forecast widenedYE 2026
  • Goldman Sachs·2026-09-11Rates

    US 10y Treasury yield: raisedYE 2026German 10y Bund yield: raisedYE 2026
  • Goldman Sachs·2026-08-14Rates

    AUD rates·Overweight
  • Goldman Sachs·2026-08-14Rates

    CEEMEA rates·OverweightLatAm rates·Overweight