O’Reilly stock faces regulatory risks in potential Napa bid, says Barclays Stock Market News · 07-06 19:18
Barclays upgrades Castellum to Equal Weight, lifts PT on buyback support Stock Market News · 07-06 17:02
Barclays Names its Top Warehouse Automation Pick after Sector Selloff Stock Market News · 07-03 21:40
Europe back in the game? Barclays says diversification trade is gathering pace Stock Market News · 07-03 18:26
Barclays Lists 21 Nuclear Stocks to Watch for the AI Infrastructure Demand Surge Stock Market News · 07-02 22:42
JUNE JOBS GROWTH SEEN SLOWING Economists expect the U.S. to add a median 115,000 jobs in June (forecast range: 25,000–130,000), down from 172,000 in May. The unemployment rate is expected to hold at 4.3%, while average hourly earnings are forecast to rise 0.3% m/m and 3.5% y/y. NFP forecasts: • Kalshi: 119K • Citi: 25K • TD Securities: 80K • Morgan Stanley: 90K • Wells Fargo: 95K • Barclays: 100K • Daiwa: 105K • Capital Economics: 110K • BofA: 110K • HSBC: 110K • JPMorgan: 125K • Goldman Sachs: 130K *Walter Bloomberg (@DeItaone) / Twitter · 07-02 20:48
BARCLAYS SEES CRACKS IN U.S. EQUITY DOMINANCE Barclays says U.S. stocks still dominate, with record June inflows of about $150B. But crowded dollar positioning, AI volatility, lower oil prices, and stretched U.S. equity flows may spark renewed interest in Europe. Despite risks from Fed uncertainty and summer volatility, strong earnings momentum remains a key support for stocks. *Walter Bloomberg (@DeItaone) / Twitter · 07-01 19:49
Samsung, SK Hynix stock targets lifted at Barclays on robust HBM demand Stock Market News · 06-29 23:33
SUMMER VOLATILITY SET TO STICK Barclays warns markets could stay volatile as expectations for a September Fed hike increase. Higher real yields and a stronger dollar are driving investors out of tech, AI and other momentum stocks into defensive names. Falling oil prices may ease hawkish pressure, while strong AI demand continues to support semiconductor stocks. *Walter Bloomberg (@DeItaone) / Twitter · 06-26 21:19