Broker Research: Sector, Macro and Strategy Notes

Barclays·2026-09-08Sector

CDW.USCGNXMANH.USSNX.USTRMB.USU.S. Industrial Technology & Distributors·Overweight

Barclays·2026-09-08Thematic

Barclays·2026-09-07Sector

1913.HKMC.PARMS.PAEuropean luxury·Neutral

Barclays·2026-09-07Sector

AUTO.OLJUN3.DEKGX.DEEuropean capital goods·NeutralWarehouse automation·Overweight

Barclays·2026-09-07Sector

AIR.PABAWide-body OE·OverweightGlobal RPK growth: IATA forecast2026

Barclays·2026-09-07Sector

DANO.PAOREP.PAULVR.LUnilever·OverweightEuropean consumer staples·Neutral

Barclays·2026-09-04Sector

APOKKR.USUS brokers, asset managers & exchanges·Overweight

Barclays·2026-09-04Macro

China export growth: Barclays forecastAug 2026China PPI inflation: Barclays forecastAug 2026

Barclays·2026-09-04Sector

EQNR.OLHBR.LSHEL.LVAR.OLEuropean integrated energy·OverweightLNG·Overweight

Barclays·2026-09-03Credit

China property developers·UnderweightLongfor 2032 bonds·Overweight

Barclays·2026-09-03Thematic

European oil services·OverweightEnergy·Overweight

Barclays·2026-09-02Thematic

Data center power·Neutral

Barclays·2026-09-02Thematic

Grids and transmission·OverweightBattery storage·Overweight

Barclays·2026-09-01Strategy

GOOGLUS Big Tech·Overweight

Barclays·2026-08-31Macro

China NBS manufacturing PMI: actualAug 2026

Barclays·2026-08-31Strategy

US front-end Treasuries·Overweight

Barclays·2026-08-31Credit

China property developers credit·Underweight

Barclays·2026-08-30Strategy

GBP·UnderweightNZD vs AUD·Underweight

Barclays·2026-08-28Thematic

AMZN GOOGL METAUS internet·Overweight

Barclays·2026-08-28Strategy

France equities·UnderweightGermany equities·Overweight

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

Industrial Technology & Distribution: Q2 Takeaways: Short-Cycle + Long Cycle Demand Drives Q2 EPS Beats & Solid Outlook

The new geo-economics of energy

European Luxury Goods & Specialty Retail: Postcard from China: : Summer slowdown

European Capital Goods: Warehouse automation: Healthy demand + stabilising macro estimates = room to re-rate

Global Aerospace: Data Tracker & Forecast Guide

European Consumer Staples: Postcard from Shanghai

U.S. Brokers, Asset Managers & Exchanges : Key Themes and Questions Compendium: A Guide to Barclays Financials Conference

China Outlook: Little signs of a demand turnaround

European Energy: LNG - no real oversupply until 2029 - lifting price forecasts

China Property: Can housing reform in presales and property financing lift home sales?

The global energy race Energy in the age of fragmentation

Powering AI-The Politics of Data Centers

2026 Global Energy Transition Barometer-The Next Transition Trade

The Global Volatility Pulse Hyperscalers-Hype again-

China Weakness persists despite some improvement

US Rates Research-Flow of Funds Back to the Front End

China Property The biggest housing reform since 1999

Dollar premium roller-coaster

U.S. Internet: A Primer on AI Lab & AI Hyperscaler Unit Economics

European Equity Strategy: France – Deficits, elections and déjà vu