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

  • UBS·2026-10-19Macro

    China real GDP growth: 4.5% y/y in 3Q2026-Q3China real GDP growth: 4.6% y/y year to date2026-YTD
  • UBS·2026-10-16Macro

  • UBS·2026-10-14Macro

    USD·OverweightCAD·OverweightEURUSD: 1.1200 at end-20262026-12EURNOK: 11.20 at end-20272027-12
  • UBS·2026-10-14Macro

  • UBS·2026-10-02Macro

  • UBS·2026-10-02Macro

  • UBS·2026-10-01Macro

  • UBS·2026-09-30Macro

  • UBS·2026-09-29Macro

  • UBS·2026-09-29Macro

  • UBS·2026-09-28Macro

  • UBS·2026-09-28Macro

  • UBS·2026-09-27Macro

  • UBS·2026-09-25Macro

    US nonfarm payrolls: forecastSep-2026
  • UBS·2026-09-23Macro

  • UBS·2026-09-23Macro

    EUR/USD: forecastend-Q3 2026AUD/USD: forecastend-Q3 2026
  • UBS·2026-08-07Macro

    China clean-tech exports·Overweight
  • UBS·2026-07-30Macro

  • UBS·2026-07-14Macro

  • UBS·2026-07-10Macro