Investing.com -- Barclays analysts suggested in a note Wednesday that while equities are at record highs, overall market positioning is"not stretched," leaving room for further gains as systematic investors could chase the rally if volatility remains subdued.
"Sep/Oct seasonality, buybacks blackout ahead of Q3 earnings and US elections uncertainty are near-term headwinds," acknowledged Barclays. The note also highlighted sectoral and geographic shifts. While U.S. stocks continue to lead global equity inflows, demand for emerging markets has picked up, driven by a weaker dollar.
The bank sees the current market setup as a"pain trade" for those underexposed to cyclicals, particularly in China-exposed sectors.
このニュースをすぐに読めるように要約しました。ニュースに興味がある場合は、ここで全文を読むことができます。 続きを読む:
日本 最新ニュース, 日本 見出し
Similar News:他のニュース ソースから収集した、これに似たニュース記事を読むこともできます。
'Data is what matters' for stocks after expected Fed rate cut'Data is what matters' for stocks after expected Fed rate cut - Barclays
ソース: Investingcom - 🏆 450. / 53 続きを読む »
Barclays playbook for the election: Stocks that win under Trump or HarrisThe firm expects a Trump presidency to lead to a new global trade war, while a win for Harris would lead to less dramatic policy changes.
ソース: CNBC - 🏆 12. / 72 続きを読む »
'Don't fight the Fed': Barclays and Citi turn bullish on these stocks after rate cutTwo of the stocks highlighted by Citi have more than 50% upside potential.
ソース: CNBC - 🏆 12. / 72 続きを読む »
Asian stocks mixed after Wall Street extends losses as technology and energy stocks fallAsian markets are mixed following Wednesday’s global sell-off, as Wall Street declined in the technology, energy and other sectors. U.S. futures fell, while oil prices were higher. The S&P 500 fell 0.2% Wednesday, following a 2.1% drop a day earlier. The Nasdaq composite dropped 0.3%. The Dow managed a gain of 38 points, or 0.1%.
ソース: AP - 🏆 728. / 51 続きを読む »
Asian stocks mixed after Wall Street extends losses as technology and energy stocks fallAsian markets are mixed following Wednesday’s global sell-off, as Wall Street declined in the technology, energy and other sectors.
ソース: ksatnews - 🏆 442. / 53 続きを読む »
Asian stocks mixed after Wall Street extends losses as technology and energy stocks fallAsian markets are mixed following Wednesday’s global sell-off, as Wall Street declined in the technology, energy and other sectors.
ソース: wjxt4 - 🏆 246. / 63 続きを読む »