Broker Research: Sector, Macro and Strategy Notes

Barclays·2026-10-29Macro

Barclays·2026-10-28Strategy

Europe equities·UnderweightDuration·Overweight

Barclays·2026-10-26Credit

TENCENT KUAISHOU9888.HK9988.HKChina TMT credit·Overweight

Barclays·2026-10-22Strategy

China equities (upside via options)·Overweight

Barclays·2026-10-19Macro

China real GDP growth: 4.6% (from 4.5%)2026China real GDP growth: 4.0% (unchanged)2027

Barclays·2026-10-13Sector

IFX.DENXPI.USSTM.FRTXNEuropean Technology Hardware·NeutralU.S. Semiconductors & Semiconductor Capital Equipment·Neutral

Barclays·2026-10-12Strategy

S&P 500 price target: 79502026

Barclays·2026-10-12Sector

SPCX TMUSNorth America Cable, Satellite & Telecom Services·Neutral

Barclays·2026-10-09Sector

CRWVHUBS.USORCLTEAM.USU.S. Software·Overweight

Barclays·2026-10-09Sector

BRBY.LCFR.SWEuropean Luxury Goods & Specialty Retail·Neutral

Barclays·2026-10-08Macro

CGBs vs CNY NDIRS·OverweightChina GDP growth contribution from AI: ~0.8ppt in 20262026China GDP growth contribution from AI: ~0.5ppt in 20272027

Barclays·2026-10-07Sector

BYDBMW.DEMBG.DEEuropean Autos & Auto Parts·Underweight

Barclays·2026-09-30Credit

0817.HK0960.HK1030.HK

Barclays·2026-09-29Credit

CBK.DECorporate hybrids·OverweightBank hybrid capital·Underweight

Barclays·2026-09-29Thematic

Barclays·2026-09-24Sector

COHR CRDO LITE MRVL MTSIU.S. Semiconductors & Semi Cap Equipment·Neutral

Barclays·2026-09-24Thematic

Barclays·2026-09-24Strategy

Global equities·OverweightGlobal fixed income·UnderweightUS Consumer·UnderweightS&P 500 EPS: forecast2026S&P 500: forecastend-2026

Barclays·2026-09-24Strategy

Barclays·2026-09-21Thematic

ADSKAGCO.USPWRWMS.US

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

China Political Cycle Watch: A new investment playbook

Equity Strategy - Who Owns What : Vicious rotation, little retreat

China TMT: AI adoption meets the funding test

ETF Compass China: mind the squeeze

China: Growth target secured, stimulus bar rises

Global semiconductors: BAPT: Sept 2026-Pricing slows but remains robust

U.S. Equity Strategy - 3Q26 Earnings Season: Season Opener

North America Cable, Satellite & Telecom Services: Ready or not here I come

U.S. Software: Raimo's Roundup: Mapping Software's Growth-Profitability Spectrum Across Sub-Sectors

European Luxury Goods & Specialty Retail China-Recovery Keeps Getting Pushed Out

China AI Watch: More growth, less reflation

EU Autos On The Road in China: Deep dive after China field trip & EU regulation update

China Property: Mortgage interest subsidies: Targeted support, modest effect

Global Hybrid Capital: The ins and outs of financial hybrids

AI Frontiers: The Rogue Agent Myth

U.S. Semiconductors & Semiconductor Capital Equipment ECOC Takeaways: Mixed Bag of Technologies as Customer Roadmaps Diverge

Positioning for AI Disruption: The Next Phase of Enterprise Adoption

Global Outlook: Reluctantly optimistic

Global Rates Strategy: Anatomy of fiscal repricing

Sustainable Investing: Adaptation in Action: A Global Universe of Solution Providers