Broker Research: Sector, Macro and Strategy Notes

Barclays·2026-10-28Strategy

Europe equities·UnderweightDuration·Overweight

Barclays·2026-10-22Strategy

China equities (upside via options)·Overweight

Barclays·2026-10-12Strategy

S&P 500 price target: 79502026

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·2026-09-17Strategy

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

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·2026-09-01Strategy

GOOGLUS Big Tech·Overweight

Barclays·2026-08-31Strategy

US front-end Treasuries·Overweight

Barclays·2026-08-30Strategy

GBP·UnderweightNZD vs AUD·Underweight

Barclays·2026-08-28Strategy

France equities·UnderweightGermany equities·Overweight

Barclays·2026-08-11Strategy

IWMLR.PAPRU.LTEF.MCUS small caps·UnderweightEuropean banks·Overweight

Barclays·2026-07-29Strategy

Barclays·2026-07-08Strategy

Barclays·2026-06-29Strategy

Barclays·2026-06-25Strategy

Barclays·2026-06-23Strategy

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

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

ETF Compass China: mind the squeeze

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

Global Outlook: Reluctantly optimistic

Global Rates Strategy: Anatomy of fiscal repricing

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

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

The Global Volatility Pulse Hyperscalers-Hype again-

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

Dollar premium roller-coaster

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

The Global Volatility Pulse: Earnings rekindle FOMO

Equity Strategy - Who Owns What: Positioning risk, but Europe not in a bad spot

U.S. Equity Strategy The Midterm Elections Playbook

United States: Inflation Markets,A time for shorts and a time for longs

Macro Outlook: Long the cycle, short the complacency-260625 (1)

Macro Outlook: Long the cycle, short the complacency

US Equity Strategy: Upgrading into uncertainty

Cross-Asset Research A tale of two markets: Treasury and equity financing

U.S. Equity Strategy Upgrading Into Uncertainty: Raise S&P 500 PT to 7800, FY26 EPS to $337