Broker Research: Sector, Macro and Strategy Notes

Barclays·2026-09-21Sector

HOODIBKR.USSCHWU.S. Brokers, Asset Managers & Exchanges·Overweight

Barclays·2026-09-21Sector

BEI.DEOR.PACOTY.USEL.USHEN3.DEPGULVR.LChina premium beauty·Overweight

Barclays·2026-09-21Sector

ASML.AS

Barclays·2026-09-18Sector

CRM INTU DDOGESTC.USHUBS.USORCL VEEVU.S. Software·Overweight

Barclays·2026-09-18Sector

BRBY.LMC.PA1913.HKCFR.SWKER.PAMONC.MIRMS.PA

Barclays·2026-09-17Macro

Japan AI-related goods trade surplus: actualJan-Jul 2026

Barclays·2026-09-17Strategy

S&P 500 EPS: Barclays estimateFY27S&P 500 EPS: Barclays estimateFY26

Barclays·2026-09-16Rates

Barclays·2026-09-16Thematic

2330.TWSKHYNIX SMSN KIOXIA

Barclays·2026-09-16Macro

Barclays·2026-09-15Thematic

Barclays·2026-09-15Credit

AVGO BSXKR.USNVDAVTRS.US

Barclays·2026-09-11Thematic

SPOT GLW RBLX T VZU.S. Internet·OverweightU.S. Media·Neutral

Barclays·2026-09-10Sector

TENCENT KUAISHOU XIAOMI BABA BIDU NIOAlibaba cloud revenue growth: guidedSep-Q 2026

Barclays·2026-09-10Macro

JPY·UnderweightBoJ policy rate: hikes in Sep, Jan and Julterminal

Barclays·2026-09-10Thematic

European Technology Hardware·Neutral

Barclays·2026-09-09Credit

BNP.PACDBK.DEGSHSBA.LJPMUBSG.SWUCG.MIUS 'Big 6' bank bonds ($5y)·OverweightEuro Yankee bank bonds ($5y)·Underweight

Barclays·2026-09-09Strategy

TMT·OverweightIndustrials·OverweightConsumer complex·UnderweightS&P 500 year-end target: 7950 (from 7800)YE26S&P 500 year-end target: 8800 (unchanged)YE27

Barclays·2026-09-08Sector

European Insurance·Neutral

Barclays·2026-09-08Sector

U.S. Autos & Mobility·Neutral

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

U.S. Brokers, Asset Managers & Exchanges: Clarity After Clarity: Thoughts on the SEC's Innovation Exemption

European Consumer Staples China Beauty-10 rules for China's glow-up

European Technology Hardware and Asia semiconductors: August China semicap imports continue to accelerate

U.S. Software Raimo's Roundup: Checking On Software Debt Situation Given Higher Interest Rates

The Luxury Data Handbook: September '26

Japan Economics Focus: AI trade: Two stories

U.S. Equity Insights: Is current earnings growth sustainable?

US Rates Research: Flow of Funds Who has been buying US debt?

Sustainable Investing: Asia semiconductors: revisiting today’s disruptions and tomorrow’s challenges

China Fiscal Watch: Holding fire on bigger stimulus

Sustainable Investing: Nuclear Renaissance Fusion: Investing before ignition

US Investment Grade Best Ideas: Sixteen ways to be different

Signal in the Noise Vol. 240: Why AI music generation services are more like Roblox than Spotify

China Technology: The Forest Report-2Q26 Edition

FX Views: Structural JPY weakness unchanged

Thematic Investing European Technology Hardware: Quantum Computing: Back-toSchool qu-bites #5

Global Banks: US vs European banks

U.S. Equity Strategy: 2Q26 Earnings Learnings: Raise S&P 500 PT & EPS, Yet Again

Global Reinsurance: Monte Carlo takeaways -No slowdown in softening

U.S. Autos & Mobility: Amid a sharp rise of China exports, increased importance of the _other auto markets_