22 July 2026 | 6:25AM BST Equity Research GS EUROPEAN EXPRESS: Atlas Copco | Airbus | UK Homebuilders | Novartis | Lindt | Boliden | Macro | Global | Corporate Access We have a new podcast out on Around the World in 80 Charts Podcast: The US inventory cycle and upcoming change in tariff regime, with our Chief US Political Economist Alec Phillips and Patrick Creuset on Transport listen here! Atlas Copco (ATCOa.ST): High quality cyclical beneficiary of semi and O&G capex; upgrade to Buy - We upgrade Atlas Cop ...