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.
이 소식을 빠르게 읽을 수 있도록 요약했습니다. 뉴스에 관심이 있으시면 여기에서 전문을 읽으실 수 있습니다. 더 많은 것을 읽으십시오:
대한민국 최근 뉴스, 대한민국 헤드 라인
Similar News:다른 뉴스 소스에서 수집한 이와 유사한 뉴스 기사를 읽을 수도 있습니다.
'Data is what matters' for stocks after expected Fed rate cut'Data is what matters' for stocks after expected Fed rate cut - Barclays
출처: Investingcom - 🏆 450. / 53 더 많은 것을 읽으십시오 »
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.
출처: CNBC - 🏆 12. / 72 더 많은 것을 읽으십시오 »
'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.
출처: CNBC - 🏆 12. / 72 더 많은 것을 읽으십시오 »
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%.
출처: AP - 🏆 728. / 51 더 많은 것을 읽으십시오 »
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.
출처: ksatnews - 🏆 442. / 53 더 많은 것을 읽으십시오 »
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.
출처: wjxt4 - 🏆 246. / 63 더 많은 것을 읽으십시오 »