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The next Fed cut will be on margin, says Barclays CEO C.S. Venkatakrishnan
Youtube· 2025-09-09 15:50
on the year. The CEO of Barclays yesterday making the case against a windfall tax on banks in the UK as that government looks to fill a hole in the budget. Here with me now to talk about all of this in an exclusive from the Barclays Global Financial Conference is Barclay CEO CS Venata Christian.It's great to see you Venat. Thank you for having us here again. Thank you Sarah for coming.It's becoming a tradition. It is. It's nice.So So the outperformance of your bank this year, do you attribute that to your s ...
Central Garden & Pet Company (CENT) Presents At Barclays 18th Annual Global Consumer Staples Conference 2025 (Transcript)
Seeking Alpha· 2025-09-09 12:13
Question-and-Answer SessionSo first question we have is, at a high level, Central is a little different than some of the other staples companies that have presented this week. The company started in distribution and has a mix of branded and private label together. And so maybe walk through what makes Central a little different than some of its peers or special, if you want.Brad SmithChief Financial Officer Okay. Good morning, everyone. As the name suggests, we are a pet and garden supplies company located i ...
Barclays PLC (BCS) Presents At Barclays 23rd Annual Global Financial Services Conference Transcript
Seeking Alpha· 2025-09-08 21:42
PresentationJason GoldbergMD & Senior Equity Analyst Good afternoon. I think I know most of you in the room. But for those that I don't, I'm Jason Goldberg, and I cover the U.S. large-cap bank stocks at Barclays. Thank you for attending our 23rd Annual Global Financial Services Conference. The feedback so far on the presentations and the meetings this morning have been terrific, and I'm sure the rest of the conference will measure up. I am very excited to showcase Barclays at lunch again this year. You may ...
Barclays (NYSE:BCS) FY Conference Transcript
2025-09-08 17:45
Barclays (NYSE:BCS) FY Conference September 08, 2025 12:45 PM ET Unknown Speakertextnumber_of_speakersparagraphs ...
PPI & CPI Crucial in Fed "Quiet Week," Barclays Moves Needle on Rate Cuts
Youtube· 2025-09-08 14:00
To help set up our trading day, we welcome in Kevin Hanks, co-host of Fast Market, live at the CBOE. And uh we certainly have a lot to watch for this week ahead, including eco data earnings. Good morning, Kevin.Great to see you. Good morning, Nicole. Yeah, it you know, there's less volume than in weeks past leading up, but significant the the the events we'll get this week will be significant.like first and foremost CPI data on Thursday and for your viewers it's they they kind of flipped it. It's Wednesday ...
International Flavors & Fragrances Inc. (IFF) Presents At Barclays 18th Annual Global Consumer Staples Conference 2025 (Transcript)
Seeking Alpha· 2025-09-04 15:50
Question-and-Answer SessionI wanted to just start maybe with some near-term questions. But actually, just before I do, I want to reflect a bit on where the business stands today. You've been at the company a long time. You are certainly the most tenured on the executive team, and you've been through lots of ups and downs. So what would you describe as IFF's greatest strength today and greatest areas of opportunities or opportunities for improvement?Michael DeveauExecutive VP & CFO Yes. First, thank you for ...
Primo Brands Corporation (PRMB) Presents At Barclays 18th Annual Global Consumer Staples Conference 2025 Transcript
Seeking Alpha· 2025-09-04 13:48
Company Overview - Primo Brands is a branded beverage company and holds the position of the third largest in nonalcoholic beverage volume share in the U.S. [3] - The company boasts a portfolio of 7 brands that are over 100 years old, including notable names like Poland Spring, Saratoga, and Mountain Valley, with origins dating back to the 1820s and 1870s [3] Business Model - Approximately 45% of Primo Brands' business is in direct delivery, primarily focusing on a 5-gallon format [3] - The company offers products in both PET and glass formats, with Mountain Valley being marketed as a premium brand available in glass [3]
全球性债券抛售重启,美英德法日长债收益率均创多年新高
Di Yi Cai Jing· 2025-09-04 07:39
欧美国债连续两日遭抛售,陡峭化交易流行 周三,30年期美国国债收益率自7月以来首次突破5%。30年期日本国债收益率创下历史新高3.286%,今 年以来因高通胀、低实际利率和政治不确定性已累计上涨100个基点。20年期日债收益率也达到1999年 以来最高水平,至2.695%,年内累计上升80个基点。 戈尔特曼表示,全球长期债券收益率近期的攀升,似乎有三个重叠的驱动因素:财政担忧、货币政策和 供需动态等期限溢价效应。 今年以来,全球债市始终"坎坷"。本周二,全球性的债券抛售潮,尤其是对长债的抛售重启再次席卷美 英德法日等各大发达经济体,这一抛售延续到了周三。30年期美债收益率重返5%,日债期限溢价创历 史新高,欧洲债券收益率也创数十年来最高点。 分析师表示,全球长期借贷成本再次面临压力,在一定程度上是由于投资者对许多主要经济体的财政和 货币政策路径均感到忧虑。 30年期英国国债收益率周二达到1998年以来的最高水平升至5.75%,周三继续攀升,未来几个月英国将公 布备受期待的预算案。 30年期法国国债收益率也突破了2008年的水平。连今年稍早始终受益于避险情绪的德国国债也加入了暴 跌行列,30年期德国国债收益率创 ...
Flowco Holdings Inc. (FLOC) Presents At Barclays 39th Annual CEO Energy-Power Conference 2025 Transcript
Seeking Alpha· 2025-09-03 23:55
Company Overview - Flowco is a pure-play production optimization and artificial lift company focused solely on the production phase of oil and gas wells, avoiding exposure to drilling and fracking expenses [2] - The company holds a 1 market position in all its product offerings and operates primarily in the onshore U.S. market [2] Revenue Model - Flowco has a highly visible recurring revenue stream, which is generated once an oil company activates a well [3] - The customer base includes a diverse range of clients, from large major oil companies to small family-owned and private equity-backed firms [3] Operational Scale - The company employs approximately 1,300 individuals and operates across every major basin in the U.S. [4] - Flowco utilizes a vertically integrated model, manufacturing all products that are sold or rented, and is headquartered in Houston with over 200 customers [4]
P10 to Participate in Barclays' 23rd Annual Global Financial Services Conference
GlobeNewswire News Room· 2025-09-03 20:30
Company Overview - P10, Inc. is a leading private markets solutions provider with over $40 billion in assets under management as of June 30, 2025 [3] - The company invests across Private Equity, Private Credit, and Venture Capital, focusing on access-constrained strategies in the middle and lower-middle market [3] - P10 aims to deliver compelling risk-adjusted returns to a global investor base [3] Upcoming Event - P10's Chairman and CEO, Luke Sarsfield, along with EVP and Chief Administrative Officer, Mark Hood, will participate in a fireside chat at the Barclays 23rd Annual Global Financial Services Conference on September 8, 2025, at 12:00 P.M. Eastern Time [1] - A webcast of the discussion will be available on the Investor Relations section of P10's website, with a replay accessible by the end of the same day for those unable to attend live [2]