RBC Capital Markets
June 29, 2026
UK and European Research at a Glance
EquitiesRates Govt BondsCommoditiesConsumer DiscretionaryMaterials
This report provides a summary of company and industry-specific research across UK and European markets, alongside a mid-year outlook update for global equities.
Key Takeaways
- 1.S&P 500 year-ahead price target lifted to 8,150 from 7,900.
- 2.Consumer trends in Europe remain resilient with an improved cost outlook for goods and operations.
Table of Contents
- Company Comments
- Industry Comments
- Investment Strategy Research
- Quick Takes
- Disclaimer
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Authors
Ben DavisMarina CaleroLaura ChanCharles WestonNatalia WebsterRichard ChamberlainJosh WolfsonLori CalvasinaTom Narayan
Securities
SBSWSNRACEVOWG.DE
Themes
Consumer resilienceCorporate earnings optimism
Regions
EuropeUnited StatesUnited KingdomSouth Africa