Nomura·2026-11-03Macro
USD/CNY fixing: projection2026-11-03
Research: Broker notes on sectors, macro, rates and strategy
- Nomura·2026-11-02MacroKorea retail net purchases of US portfolio assets: slowedweek to 30 Oct 2026
- Morgan Stanley·2026-11-02MacroUS consumer sentiment (net): improvedOct 2026
- Nomura·2026-11-02MacroShare buyback relending rate: cutNov 2026
- Nomura·2026-11-02MacroUSD/CNY fixing projection: forecast2026-11-02
- Nomura·2026-11-01MacroPBoC overnight reverse repo rate: set2026-11
- Nomura·2026-11-01Macro
- Nomura·2026-10-31Macro
- J.P. Morgan·2026-10-30MacroAgricultural commodities·NeutralBCOM Agri index YTD performance: pared back from peak2026 YTD
- J.P. Morgan·2026-10-30Macro
- Nomura·2026-10-30MacroUS real GDP growth: 3.4% q/q saar3Q26Fed policy: hike in December, then hold through 20272026-12
- Citi·2026-10-30Macro
- Morgan Stanley·2026-10-30MacroUS real GDP growth: actual3Q26Fed funds rate: 25bp hikeDec 2026
- J.P. Morgan·2026-10-30MacroAUD·OverweightBRL·Neutral
- Nomura·2026-10-30Macro
- Nomura·2026-10-30MacroUSD/CNH: short, target 6.50end-Dec 2026
- Nomura·2026-10-30MacroChina real GDP growth: 4.0% (consensus 4.4%)2027China official manufacturing PMI: 49.8Oct-26China CPI inflation: 0.8% y/yOct-26
- Citi·2026-10-30MacroTaiwan/Korea/Singapore·OverweightNon-AI emerging markets·UnderweightChina real GDP growth: downgraded2027F
- Morgan Stanley·2026-10-30MacroLME copper price: forecast4Q26LME copper price: forecast1Q27
- Nomura·2026-10-29MacroUSD/CNY fix projection: 6.660729 Oct 2026