Broker Research: Sector, Macro and Strategy Notes

Barclays·2026-08-28Sector

Semiconductors·Neutral

Barclays·2026-08-21Sector

ENR.DENDX1.DENEX.PANKT.COPRY.MIVWS.COEuropean Capital Goods·NeutralCable suppliers·OverweightWind turbine OEMs·Underweight

Barclays·2026-08-20Thematic

AVGO CRWVAI infrastructure credit·Neutral

Barclays·2026-08-20Credit

005490.KS015760.KS373220.KSAsian hard-to-abate credits·Neutral

Barclays·2026-08-19Sector

MSFT SNOWUS Software·Overweight

Barclays·2026-08-18Credit

CRWV

Barclays·2026-08-17Sector

ASTSSATS.USSPCX TMUSSatellite connectivity·OverweightNorth America cable & telecom·Neutral

Barclays·2026-08-17Macro

China·Underweight

Barclays·2026-08-14Sector

US autos·NeutralChinese EV exports·Overweight

Barclays·2026-08-14Sector

DT.USIBMKVYO.USWDAY WYFIUS software·Overweight

Barclays·2026-08-13Rates

China rates·Neutral

Barclays·2026-08-11Strategy

IWMLR.PAPRU.LTEF.MCUS small caps·UnderweightEuropean banks·Overweight

Barclays·2026-08-10Sector

China automation·Neutral

Barclays·2026-08-06Thematic

Humanoid robotics·Overweight

Barclays·2026-07-31Credit

China property HY bonds·Overweight

Barclays·2026-07-31Sector

US software·Overweight

Barclays·2026-07-30Credit

KER.PA

Barclays·2026-07-29Strategy

Barclays·2026-07-29Credit

MBG.DE

Barclays·2026-07-24Credit

AMZN

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

European Technology Hardware and Asian semiconductors: 2Q26 postview – better fundamentals, but still a high bar ahead

Capital Goods: How much more wind does Germany's power system actually need?

AI Infrastructure Financing: Tracking Issuance Across Asset Classes: August 2026 Update

Asia 50: Hard-to-abate sectors are under-addressing climate adaptation and cybersecurity

Data Science & Applied AI U.S. Software: Software Job Tracker - Seeing Market Share Shifts Via Job Postings

CoreWeave (CRWV.US) Back on Track with Strength Across Key Metrics – Maintain OW

North America Cable, Satellite & Telecom Services: How Regulatory Change Is Accelerating D2D and Satellite Broadband

China: Turnaround yet to be seen

U.S. Autos & Mobility EV Report Card: A look at 2Q Chinese EV sales in Europe

U.S. Software Raimo's Roundup: Q2 On-Cycle Earnings Recap – Greater Differentiation

PBoC Watching: A framework in transition

The Global Volatility Pulse: Earnings rekindle FOMO

Siemens Schneider ABB China automation: Another quarter of share pressure for Western OEMs

Thematic Investing Physical AI: Mapping the Humanoid Value Chain

China Property: The price of covenant flexibility: Is USD6 enough for Shui On Land bondholders?

U.S Software: Raimo's Roundup: The Big Comeback Debate In Software

KERING (KERFP.US) The future is bright (er) — Upgrade to Market Weight

Equity Strategy - Who Owns What: Positioning risk, but Europe not in a bad spot

Mercedes-Benz Group (MBGGR.US) Cash generation faces H2 headwinds

Amazon Inc. (AMZN.US) The Hyperscaler Effect on Retail