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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
  • Nomura·2026-10-29Rates

    HK front-end rates (receive Mar27-1y IRS)·OverweightHK Mar27-1y IRS: target 3.80% by end-November (current 4.07%)2026-11
  • Nomura·2026-10-23Rates

    HK Mar-1y IRS: target 3.80% by end-November2026-11
  • Nomura·2026-10-20Rates

    China 5y CGB·OverweightChina monthly net CGB+LGB supply: RMB1.2trn4Q26
  • Nomura·2026-10-13Rates

  • Nomura·2026-09-30Rates

  • Nomura·2026-09-29Rates

  • Nomura·2026-09-15Rates

    USD/CNY daily fix: Nomura model projection2026-09-15
  • Nomura·2026-09-14Rates

    USD/CNY daily fix: Nomura model projection2026-09-14
  • Nomura·2026-09-11Rates

    USD/CNY fix: Nomura model projection2026-09-11
  • Nomura·2026-08-13Rates

    Singapore rates·UnderweightHong Kong rates·Overweight
  • Nomura·2026-08-10Rates