关于「 Barclays」的内容列表
Barclays is now predicting that the Fed's quantitative tightening will end in September rather than March, citing the absence of any mention of balance sheet reduction in meeting notes issued last month. The Fed's decision to halt balance sheet reduction is likely to depend more on the ratio of reserves to bank assets than on a specific date, Barclays strategist Joseph Abate wrote in a note. Barclays assumes the Fed wants to reduce reserves to about 12 per cent of assets, a threshold that could ...
Barclays: The Fed is expected to cut interest rates by 25 basis points in June 2025, compared with previous predictions that the Fed will cut rates twice in March and June.
John Glover, former managing director of Barclays Investment Bank, said that according to the Elliott Wave Theory, a technical analysis tool, Bitcoin is expected to break through $125,000 in Quarter 1 in 2025. He pointed out that earlier this week we saw Bitcoin fall below $92,000, but it may have completed the correction wave for now. If Bitcoin breaks through $125,000, it may see another pullback and then move towards the top of the cycle near $160,000. It is reported that the Elliott Wave...
Barclays said one of the factors why US interest rates are likely to remain high is US (inflation) policy. At the December meeting, some FOMC participants apparently began to reflect expectations of tariffs in their inflation forecasts. Moreover, even among those who have not adjusted their official forecasts, many now believe that the balance of inflation risks is tilted to the upside. Although Powell did not specify...
Barclays analysts said they raised their price target for MicroStrategy (MSTR. O) to $515 from $275. At press time, MicroStrategy was now trading at $402.
Barclays strategist Joseph Abate wrote in a note that the Federal Reserve may lower the overnight reverse repo rate at its December meeting, but the guaranteed funding rate will be higher than the new level as the balance sheet remains tight.
Barclays is optimistic that the S & P 500 index will rise to 6,600 by the end of next year.
Barclays said it expected the Federal Reserve to cut interest rates just two times in 2025, by 25 basis points each, compared with a previous forecast of three cuts. The Bank of England is expected to leave rates unchanged at its December meeting, compared with a previous forecast of a rate cut.
After analyzing the October inflation data, Barclays economist Shreya Sodani pointed out that the Philippine central bank could cut its policy rate by 25 basis points in December 2024 and by 75 basis points in 2025. She said that the headline inflation rate rose to 2.3% year-on-year in the month, which is within the central bank's forecast range of 2.0% -2.8%. Sodani expects the Philippine central bank to cut interest rates by 25 basis points per quarter from Quarter 1 to Q3 of 2025 and end when...
With the US election less than two weeks away, Barclays said European stock markets were already pricing in the likelihood of a Trump victory. The company said a basket of European exporters had lagged the benchmark Stoxx Europe 600 index by 15 per cent since the start of the spring, reflecting investors' anticipation of a Trump victory as they prepared for the tariffs that have been a centrepiece of his presidential campaign. If Harris wins, European markets could...
With the U.S. election less than two weeks away, Barclays said European stock markets were already pricing in the likelihood of a Trump victory. The company said a basket of European exporters, those most vulnerable to tariffs, had underperformed the benchmark Stoxx Europe 600 index by 15 percent since the early spring.
Barclays said the S & P 500 implied volatility for the upcoming US election is 1.8 per cent, a level of risk that has been fully priced in by the market. Derivatives strategists such as Stefano Pascale said the VIX traded at about twice the S & P 500's actual volatility in a month, reflecting election-related price volatility. The VIX's ratio to the S & P 500's actual volatility is high compared with previous elections and is unlikely to rise further.
Barclays believes that the Federal Reserve has indicated that it can reduce its balance sheet while lowering interest rates, but recommends an early end to the reduction due to risk management considerations. Barclays still expects the Federal Reserve to end quantitative tightening in December and the FOMC (FOMC) to announce it in November. "In 2019, the scarcity of reserves exacerbated an already tense situation in the repo market, driving funding rates up sharply, causing severe disruptions to...
Barclays analysis said the Bank of England is expected to vote 8-1 in favor of keeping interest rates unchanged and reducing its asset purchase facility (APF) holdings by 100 billion pounds. "We believe there is some probability that Ramsden and/or Taylor will vote with Dingella for a rate cut, so there is a risk that our 1-8 voting ratio is expected to lean 3-6." The tone of the meeting statement is expected to remain cautious, while acknowledging further progress towards a sustainable return o...
According to the gold ten collation, including Bank of America, Goldman Sachs, Morgan Stanley, Barclays and Citibank and other Financial Institution Groups have predicted that the Federal Reserve will cut interest rates by 25 basis points tonight, and the dot plot will become the focus of market attention.
