Broker Research: Sector, Macro and Strategy Notes

Barclays·2026-10-13Sector

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

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·2026-10-07Sector

BYDBMW.DEMBG.DEEuropean Autos & Auto Parts·Underweight

Barclays·2026-09-24Sector

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

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·2026-09-10Sector

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

Barclays·2026-09-08Sector

European Insurance·Neutral

Barclays·2026-09-08Sector

U.S. Autos & Mobility·Neutral

Barclays·2026-09-08Sector

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

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

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

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

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

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

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

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

China Technology: The Forest Report-2Q26 Edition

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_

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

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