What Sell-Side notes do you read?

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CFABLACKBELT

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I have some notes that I look at for the general market and the companies I cover on a regular basis. But I was wondering whether any AFers had some good reccomendations. Please feel free to add anything that is not even on the list.

However, I was wondering what sell-side notes you would recommend for:

General Market & Economic Indicators

Oil & Gas

Aerospace & Defense

Semiconductors

Chemicals

Any other reccomendations for derivatives, cds, forex, fixed income, commodities, etc...
 
I find Goldman and Merrill / BoA research on Econ / FX to be among the best....

Goldman is pretty good across the board. I have access to their GS 360 portal and it is pretty well done stuff. Many CFAs for what its worth....
 
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