RBC Capital Markets
June 9, 2026
UK & European Research At A Glance
EquitiesRates CreditCommoditiesIndustrialsConsumer Discretionary
This report provides a consolidated view of RBC's recent research publications, covering global industrials, US equity strategy, and the China automotive market. It offers access to the latest analyst insights, podcasts, and market reviews.
Key Takeaways
- 1.RBC provides a summary of global industrials investment themes and rating changes for June 2026.
- 2.Lori Calvasina's market outlook discusses the shift from rotation to derisking in US equity markets.
- 3.China NEV sales data shows year-over-year growth in BEV sales with Tesla gaining share and BYD retail declining.
Table of Contents
- Industry Comments
- Investment Strategy Research
- Quick Takes
- Disclaimer
- To U.S. Residents
- To Canadian Residents
- To U.K. Residents
- To EEA Residents
- To Persons Receiving This Advice in Australia
- To persons receiving this from Royal Bank of Canada, Hong Kong Branch
- To persons receiving this from Royal Bank of Canada, Singapore Branch
- To Japanese Residents
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Authors
Josh WolfsonLori CalvasinaTom Narayan
Securities
TSLA1211 HK
Themes
Market Rotation and DeriskingElectric Vehicle Market Dynamics
Regions
EuropeUKChinaUnited States