Barclays·2026-10-29Macro
Research: Broker notes on sectors, macro, rates and strategy
- Barclays·2026-10-19MacroChina real GDP growth: 4.6% (from 4.5%)2026China real GDP growth: 4.0% (unchanged)2027
- Barclays·2026-10-08MacroCGBs vs CNY NDIRS·OverweightChina GDP growth contribution from AI: ~0.8ppt in 20262026China GDP growth contribution from AI: ~0.5ppt in 20272027
- Barclays·2026-09-17MacroJapan AI-related goods trade surplus: actualJan-Jul 2026
- Barclays·2026-09-16Macro
- Barclays·2026-09-10MacroJPY·UnderweightBoJ policy rate: hikes in Sep, Jan and Julterminal
- Barclays·2026-09-04MacroChina export growth: Barclays forecastAug 2026China PPI inflation: Barclays forecastAug 2026
- Barclays·2026-08-31MacroChina NBS manufacturing PMI: actualAug 2026
- Barclays·2026-08-17MacroChina·Underweight
- Barclays·2026-07-23Macro
- Barclays·2026-07-22Macro
- Barclays·2026-07-15Macro
- Barclays·2026-07-14Macro
- Barclays·2026-07-13Macro
- Barclays·2026-07-03Macro
- Barclays·2026-07-03Macro
- Barclays·2026-07-03Macro
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