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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
  • Morgan Stanley·2026-11-02Credit

    ORCLAMZNDELLOracle 5Y CDS·UnderweightORCL 5.2% 2035 bonds·Underweight
  • Morgan Stanley·2026-10-25Credit

  • Morgan Stanley·2026-10-08Credit

    ORCLNVDA
  • Morgan Stanley·2026-10-01Credit

  • Morgan Stanley·2026-09-16Credit

  • Morgan Stanley·2026-09-08Credit

  • Morgan Stanley·2026-08-17Credit

    NKENike credit·Neutral