UK & European Research At A Glance

This report provides a summary of RBC Capital Markets' research across UK and European markets, covering rating revisions, company model updates, and commodity strategy.

Key Takeaways

• 1.Global IT services job postings remain sequentially flat, reflecting a potential shift from headcount-driven models to IP-based AI models.
• 2.Close Brothers Group (CBG) downgraded to Sector Perform due to increased motor finance uncertainty and the likelihood of no FY26 dividend.

Table of Contents

• Premium Research
• Rating Revisions
• Earnings Preview
• Company Comments
• Industry Comments
• Global Commodity Strategy and MENA
• Quick Takes

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