barclays

ChainCatcher сообщает, что по данным Jinshi, Barclays заявил, что 85% компаний, входящих в индекс S&P 500, в втором квартале превысили ожидания по прибыли, что значительно выше долгосрочного среднего уровня в 76%. Выручка выросла на 11,2% по сравнению с прошлым годом, а прибыль на акцию подскочила на 25,1% благодаря крупным технологическим компаниям. Несмотря на сильные результаты, Barclays отметил, что как превышение, так и недостижение ожиданий по прибыли вызвали негативную реакцию на фондовом рынке, что показывает, что инвесторы уже усвоили большую часть позитивных новостей.

Сообщение ChainCatcher, согласно отчету Jin10, Barclays установил целевой уровень индекса S&P 500 на 8,800 пунктов в 2027 году.

Сообщение ChainCatcher, согласно отчету Jin10, Barclays повысил целевой уровень индекса S&P 500 на конец 2026 года до 7800 пунктов, ранее цель составляла 7650 пунктов.

Сообщение от ChainCatcher, согласно отчету Jin10, Barclays ожидает, что Федеральная резервная система сохранит процентные ставки на неизменном уровне в 2027 году, ранее банк прогнозировал, что ФРС снизит ставки на 25 базисных пунктов в марте.

According to Jinshi, Barclays expects the Federal Reserve to maintain interest rates unchanged in 2026, with a previous forecast of a 25 basis point cut in September.

According to Jinshi reports, Barclays Bank analysts stated in a report that against the backdrop of high inflation, the Federal Reserve is expected to maintain the federal funds target rate range unchanged at this week's meeting, but there is still a possibility of interest rate cuts this year. Analysts said that if inflation falls as expected, the Federal Reserve is expected to gain enough confidence around September to begin easing policy.

According to Jinshi reports, analysts at Barclays Bank pointed out in a report that although the Middle East conflict has driven up energy prices and supported the dollar exchange rate, the risk premium for the dollar has not decreased. The market still demands a higher premium for dollar assets to compensate for the increased uncertainty of U.S. policies. Analysts stated that it is reasonable to expect a certain degree of weakening of the dollar in the short term.

According to Jinshi reports, Barclays has raised the S&P 500 index's end-of-year target for 2026 from 7,400 points to 7,650 points.

According to Jinshi reports, Barclays expects the Federal Reserve to cut interest rates by 25 basis points in September 2026 and March 2027, while the previous forecast was for rate cuts in June and September of this year.

Barclays Bank expects that if oil prices remain around $100 per barrel and economic growth stays stagnant, the earnings per share (EPS) growth rate for European companies is likely to drop to a lower single-digit level, with the STOXX Europe 600 index falling to about 550 points.Historically, during periods of stagflation, the energy, utilities, and healthcare sectors tend to perform better, while financial, telecommunications, and consumer sectors often lag behind. The bank stated in a report that although the energy consumption intensity of the economy has decreased over time, the growth of the economy still faces risks, as Europe relies on Middle Eastern energy supplies for as much as 30%.

According to Bloomberg, Barclays has sent requests for information to some potential technology suppliers to assess how to build a blockchain platform for processing banking operations such as payments, with possible applications including stablecoins and tokenized deposits, aiming to finalize vendor selection as early as April.The application of stablecoins in the payment sector is expanding, with Bloomberg Intelligence estimating that by 2030, the annual transaction volume of stablecoin payments could exceed $50 trillion. Previously, Meta has also been testing the integration of stablecoin payments into its applications.Several banks have begun to lay out blockchain systems, with JPMorgan having previously launched the deposit token JPM Coin for payments to institutional clients, and HSBC planning to expand its tokenized deposit services to corporate clients in the U.S. and UAE in the first half of this year.

According to Jinshi, Barclays stated that the euro has now become the main "anti-dollar" trading target. Meanwhile, the dollar is approaching a four-year low under the combined pressure of a strengthening yen and expectations regarding Federal Reserve policy.

According to Jinshi, Barclays expects the Federal Reserve to cut interest rates by 25 basis points in June and December, whereas the previous forecast was for rate cuts in March and June.

According to Jin Shi reports, Barclays' Chief Market Strategist Julien Lafargue stated that the revisions to the U.S. payroll data from previous months will be closely watched tonight, as they may reveal the impact of the U.S. government shutdown. Barclays is skeptical that this data will significantly alter market expectations that the Federal Reserve will keep interest rates unchanged in the first quarter. He pointed out that the employment report is just one piece of the puzzle, with other factors including inflation and the U.S. Supreme Court's ruling on reciprocal tariffs.

According to Reuters, Barclays has acquired a stake in the U.S. stablecoin settlement company Ubyx, entering the stablecoin sector.Founded in 2025, Ubyx offers a settlement system for stablecoins (cryptocurrencies pegged to traditional currencies). Barclays stated that this investment is part of its strategy to explore options in digital currencies, but did not disclose the scale of the investment or specific terms. Previously, Barclays had collaborated with banks such as Goldman Sachs and UBS to explore the possibility of issuing stablecoins pegged to the currencies of the G7 countries.A Barclays spokesperson said, "This investment aligns with Barclays' strategy to explore opportunities in new digital currencies such as stablecoins." The bank did not disclose the scale of the investment or valuation. It is reported that U.S. cryptocurrency companies Coinbase and Galaxy Digital's venture capital division had also previously invested in Ubyx.

According to a report by Jinshi Data, two members of Barclays FICC Research stated in a research report that the Bank of Japan may raise interest rates in July and December 2026.These members indicated that this outlook is based on Japan's "spring wage negotiation cycle." They noted that the recent interest rate hike by the Bank of Japan further demonstrates that the wage increases determined during the annual spring negotiations are not only the starting point of the Bank of Japan's "wage-price cycle" narrative but also the strongest bargaining chip in negotiations with the Japanese government regarding interest rate hikes. The members added that the Bank of Japan must also pay due attention to the risks of further depreciation of the yen, as it has done so far.

According to Jinshi News, Barclays expects the Federal Reserve to lower interest rates by 25 basis points to a range of 3.5% - 3.75% at this week's monetary policy meeting, and the post-meeting statement may include hawkish language, suggesting a pause in rate cuts in January next year.The bank maintains its forecast of two 25 basis point rate cuts in March and June next year, believing that the new economic projections may show little change, and the dot plot will reflect one rate cut each in 2026 and 2027, each by 25 basis points, with the long-term interest rate median forecast expected to remain at 3%.

According to Jin Shi reports, Barclays economists stated in a report that the likelihood of the Federal Reserve cutting interest rates by 25 basis points at the meeting on December 9-10 is very high, with the market pricing the probability of a rate cut exceeding 80%. They expect Powell to support this rate cut, but there may be strong internal disagreements, with at least two hawkish dissenting votes from Schmid and Musalem. Barclays also noted that the statement and the chairman's press conference will be slightly hawkish, suggesting a possible pause in January unless the labor market conditions worsen beyond expectations.