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RBC Capital Markets Research Reports & Analysis
Finvaulta tracks 103 research reports on RBC Capital Markets, updated through August 13, 2026. Latest: “UK & European Research At A Glance”.
RBC Capital Markets demonstrates an upbeat outlook on US equities, maintaining an optimistic 12-month S&P 500 price target of 8,150 while overweighting Technology to capitalize on robust AI-related earnings expectations and favorable growth valuations. In European research, the firm emphasizes a multi-year rearmament cycle with defense sector initiations on Rheinmetall, Thales, and Leonardo, alongside key calls such as upgrading Compagnie Financiere Richemont SA to 'Outperform' and raising price targets for Airbus SE. Additional coverage highlights rating and model adjustments across diverse European and UK equities including Greggs PLC, ING Groep, Rolls-Royce, Ferrari, Standard Life, and Admiral Group. Commodity and energy insights feature prominent themes like record-high export volumes on the Trans Mountain Tanker Tracker, record Iberian renewable energy price spreads, and the divergence between elevated copper spot prices and lagging equity valuations due to cost pressures. Furthermore, RBC strategy analysts closely track macro risks, noting geopolitical tensions in the MENA region and potential oil market disruptions from the Iran conflict alongside Fed policy transitions. Broad reporting season updates, such as 'The Pulse of the Market,' continue to monitor AI-driven corporate themes, bioprocessing trends, and evolving sector EPS momentum across global equity markets.
Featured reports
UK & European Research At A Glance
This report provides a summary of RBC Capital Markets' research across UK and European equities, including company-specific updates, housing market analysis, and commodity strategy.
UK and European Research at a Glance
This weekly research digest summarizes key developments across UK and European equity and commodity markets, highlighting pipeline throughput, renewable energy spreads, and corporate model updates.
The Pulse of the Market
RBC Capital Markets has updated its S&P 500 sector strategy, upgrading Information Technology to overweight and Consumer Discretionary to market weight, while downgrading Communication Services and Utilities. The firm expresses caution and readiness for a return to mega cap Growth leadership.
The Gold Standard Market Review
This report provides a weekly update on global market indices, precious metals, and commodities. It highlights a 1.2% gain in the S&P 500 alongside a weakening in precious metals and specific gold equity price performance.
Commodity Comment In the Thick of It
RBC's commodity strategy report analyzes the impact of Strait of Hormuz instability, El Niño weather patterns, and shifting regulatory frameworks for US power loads. The firm expects continued market messiness as physical energy and commodity markets adjust to these cross-currents.
Commodity Surveyor Held by Headlines
Commodity investor AUM fell to $929.1 billion in May 2026, driven by geopolitical headlines impacting energy prices and persistent outflows in ETPs.
Pulse of the Market London Fog
RBC maintains a 7,900 target for the S&P 500 while noting that investors are finding sector selection difficult beyond the AI/Tech complex. The report highlights a preference for US equities and Overweight positions in Materials and Financials amid persistent geopolitical and inflation risks.
Natural Gas Navigator: An Eventual Demand Pull
US natural gas prices remain low relative to global benchmarks due to local supply security, but a structural demand pull from LNG exports and data centers is expected to tighten balances by 2027.
UK & European Research at a Glance
UK & European Research at a Glance
UK & European Research At A Glance
All reports
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UK & European Research at a Glance
RBC Capital Markets · Aug 25, 2026
UK & European Research at a Glance
RBC Capital Markets · Aug 17, 2026
UK & European Research At A Glance
RBC Capital Markets · Aug 13, 2026
UK and European Research at a Glance
RBC Capital Markets · Aug 12, 2026
UK & European Research At A Glance
RBC Capital Markets · Aug 11, 2026
UK and European Research at a Glance
RBC Capital Markets · Aug 10, 2026
UK & European Research at a Glance
RBC Capital Markets · Aug 7, 2026
UK & European Research At A Glance
RBC Capital Markets · Aug 6, 2026
UK & European Research At A Glance
RBC Capital Markets · Aug 5, 2026
UK and European Research at a Glance
RBC Capital Markets · Aug 3, 2026
UK and European Research At A Glance
RBC Capital Markets · Jul 31, 2026
UK & European Research At A Glance
RBC Capital Markets · Jul 30, 2026
UK & European Research at a Glance
RBC Capital Markets · Jul 29, 2026
UK and European Research at a Glance
RBC Capital Markets · Jul 28, 2026
UK & European Research At A Glance
RBC Capital Markets · Jul 27, 2026
Uk And European Research At A Glance
RBC Capital Markets · Jul 23, 2026
UK and European Research at a Glance
RBC Capital Markets · Jul 22, 2026
UK and European Research At A Glance
RBC Capital Markets · Jul 21, 2026
UK And European Research At A Glance
RBC Capital Markets · Jul 20, 2026
UK & European Research At A Glance
RBC Capital Markets · Jul 17, 2026
UK and European Research at a Glance
RBC Capital Markets · Jul 16, 2026
UK & European Research At A Glance
RBC Capital Markets · Jul 14, 2026
The Pulse of the Market
RBC Capital Markets · Jul 13, 2026
The Gold Standard Market Review
RBC Capital Markets · Jul 12, 2026
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