Core Viewpoint - Bread Financial Holdings, Inc. is actively participating in the Barclays 23rd Annual Global Financial Services Conference, highlighting its commitment to engaging with investors and stakeholders in the financial services sector [1][2]. Company Overview - Bread Financial is a tech-forward financial services company that offers personalized payment, lending, and saving solutions to millions of U.S. consumers [1][3]. - The company provides general purpose credit cards and savings products, aiming to empower customers and enhance their quality of life [3]. - Bread Financial also supports growth for recognized brands in various sectors, including travel, entertainment, health, beauty, jewelry, and specialty apparel through private label and co-brand credit cards [3]. Event Details - The fireside chat featuring Bread Financial's President and CEO Ralph Andretta, along with EVP and CFO Perry Beberman, is scheduled for September 9 at 11:15 a.m. ET and will be broadcast live [2]. - A replay of the webcast will be available for 90 days after the event, ensuring accessibility for interested parties [2].

Core Viewpoint - Foreign capital is accelerating its entry into the A-share market, focusing on undervalued and small-cap stocks, as evidenced by significant investments from major foreign institutions like Goldman Sachs, Morgan Stanley, and UBS [2][6][22]. Group 1: Foreign Investment Trends - As of August 31, major foreign institutions have significantly increased their holdings in small-cap A-share companies, with notable performance in their investments this year [2][6]. - The average increase in stock prices for foreign-held shares has been impressive, with Citigroup leading at 83.72%, followed by UBS at 55.68% and Morgan Stanley at 52.46% [3][10][22]. Group 2: Individual Foreign Institutions - **Goldman Sachs**: Holds shares in 194 companies with an average price increase of 51.28% this year, indicating strong market confidence and potential for further growth [6][10]. - **Morgan Stanley**: Invested in 280 companies, achieving an average price increase of 52.46%, with expectations of continued inflow of global funds into the Chinese market [10][11]. - **UBS**: Asserts that the A-share market is in the early stages of a bull market, with significant growth in holdings and a focus on stocks with over 100% price increases [22][23]. Group 3: Notable Stock Performances - **Citi**: Notable stocks include those with over 100% price increases, such as Weichai Heavy Machinery (190.12%) and Innovation Medical (187.69%) [7][34]. - **Morgan Stanley**: Highlights stocks like Beifang Changlong (448.01%) and Huasheng Tiancai (224.45%) as top performers [10][11]. - **UBS**: Identifies top gainers such as Shangwei New Materials (1146.25%) and Changcheng Military Industry (488.15%) [22][23]. Group 4: Market Outlook - The overall sentiment among foreign investors is optimistic, with expectations of continued upward movement in the A-share market, supported by low current allocations in equities and potential inflows exceeding 10 trillion yuan [6][22].

Core Viewpoint - Hormel Foods Corporation will participate in Barclays 18th Annual Global Consumer Staples Conference, showcasing its leadership and commitment to the consumer staples sector [1]. Company Overview - Hormel Foods Corporation is a global branded food company based in Austin, Minnesota, with approximately $12 billion in annual revenue across more than 80 countries [3]. - The company offers a diverse portfolio of brands, including PLANTERS®, SKIPPY®, SPAM®, HORMEL® NATURAL CHOICE®, APPLEGATE®, and more than 30 other well-known brands [3]. - Hormel Foods is a member of the S&P 500 Index and the S&P 500 Dividend Aristocrats, recognized for its corporate responsibility and community service efforts [3].

Company Overview - Zebble is a UK-based wellness tech company focused on helping individuals, athletes, and organizations disconnect from their devices with peace of mind [5] - The company offers a pebble-shaped device and an app that allows users to manage notifications while promoting better sleep [5] Product Features - Zebble's device acts as both an alarm and a safety net, enabling users to take calls from chosen contacts and reach out in emergencies [5] - The premium service, Zebble+, provides doctor-led insights on sleep and well-being for £5.99 per month, which is significantly lower than traditional consultations that can cost up to £20,000 [7] Market Context - Sleep deprivation is increasingly recognized as a public health issue, with 70% of people reporting poor sleep due to smartphone use [7] - Zebble is gaining traction among elite athletes, luxury hotels, and corporate wellness programs, positioning itself as a leading digital wellness solution [3][4] Recognition and Growth - Eliza Twist, the founder of Zebble, has received accolades such as the Barclays Entrepreneur Winner 2025 for Outstanding Contribution to Entrepreneurship [4] - Zebble has participated in various growth initiatives, including Innovate UK's Growth Programme and the Barclays Accelerator [4]

Core Insights - Barclays PLC has agreed to sell its stake in Entercard Group to Swedbank AB for SEK 2.6 billion ($273 million), with completion expected by year-end pending regulatory approvals [1][10] - The sale aligns with Barclays' strategy to streamline operations and exit non-core markets, following previous divestitures [2][11] - The transaction is expected to release £900 million of risk-weighted assets, increasing Barclays' common equity tier 1 (CET1) ratio by four basis points [3][10] Barclays' Strategic Focus - The disposal of Entercard is part of Barclays' ongoing strategy to focus on wholesale banking, U.S. and U.K. credit cards, and its domestic retail arm [2] - The sale is modest in size but consistent with Barclays' capital discipline and focus on scalable businesses, providing limited earnings impact but enhancing liquidity [4] Entercard Overview - Entercard, established in 2005, is a leading provider of credit cards and personal loans in the Nordic region, with total assets of SEK 36 billion and equity of SEK 5.2 billion as of March 2025 [5] - The company serves 1.5 million customers and employs around 450 staff [5] Swedbank's Strategic Positioning - Swedbank will gain full ownership of Entercard, which will continue to operate under its brand identity, enhancing its position as the largest card issuer in the Nordics and Baltics [6][7] - The acquisition is viewed as a strategic investment, with potential for integration synergies and revenue growth opportunities from cross-selling [8] Broader Industry Context - Barclays has been actively simplifying its business through various divestitures, including its Germany-based consumer finance business and the acquisition of Tesco's retail banking business [11][12] - The bank's shares have performed well, rallying 50.7% this year, outperforming the industry's growth [13]

Zev Garell has left JPMorgan after 23 years to join Barclays' leveraged finance team, according to people familiar with the matter https://t.co/5BXEUAdwoB ...

Group 1 - The euro against the US dollar has risen to around 1.16, with a current quote of 1.1628, reflecting a 0.11% increase from the previous closing of 1.1615 [1] - Barclays has revised its prediction for the European Central Bank (ECB) to potentially cut interest rates in December instead of September, due to weak economic activity in the second half of the year [1] - The economist Mariano Sinha from Barclays noted that trade policy issues and the impact of early imports from the US have contributed to this economic slowdown [1] Group 2 - Barclays expects clearer signals regarding trade headwinds by December, which may alleviate concerns about inflation due to supply chain disruptions [1] - Confidence that the fiscal plan for 2026 will not reignite inflationary pressures may support a 25 basis point rate cut [1] - The terminal deposit rate of the ECB is projected to remain at 1.75% by 2026 [1] Group 3 - The resistance levels for the euro against the US dollar are identified at 1.1788 (July 24 high), 1.1830 (yearly high on July 1), and 1.1909 (September 3, 2021 high) [2] - Initial support levels are at the 100-day simple moving average of 1.1460, followed by the August 1 low of 1.1391 and the weekly low of 1.1210 from May 29 [2] - Momentum indicators show weakening upward momentum, with the Relative Strength Index (RSI) dropping below 52 and the Average Directional Index (ADX) below 12, indicating a lack of market direction [2]

Core Viewpoint - Huntington Bancshares Incorporated will participate in the 2025 Barclays Global Financial Services Conference, discussing business trends, financial performance, and strategic initiatives [1] Group 1: Conference Participation - The conference is scheduled for September 8, 2025, with presentations by the CFO and the president of Consumer and Regional Banking [1] - The presentation will include forward-looking statements [1] Group 2: Webcast Information - Investors can access the live audio webcast through the investor relations section of Huntington's website, with a replay available afterward [2] Group 3: Company Overview - Huntington Bancshares is a regional bank holding company with $208 billion in assets, headquartered in Columbus, Ohio [3] - The company provides a comprehensive suite of banking, payments, wealth management, and risk management products and services [3] - Huntington operates 971 branches across 13 states [3]

Company Overview - Blue Owl Capital Inc. is a leading asset manager with a focus on redefining alternatives [2] - As of June 30, 2025, the company has over $284 billion in assets under management [3] - Blue Owl operates across three multi-strategy platforms: Credit, Real Assets, and GP Strategic Capital [3] Investment Strategy - The company provides private capital solutions aimed at driving long-term growth for businesses [3] - Blue Owl offers differentiated alternative investment opportunities to institutional investors, individual investors, and insurance companies [3] - The investment approach aims to deliver strong performance, risk-adjusted returns, and capital preservation [3] Leadership and Events - Doug Ostrover, co-CEO of Blue Owl, is scheduled to present at Barclays 23rd Annual Global Financial Services Conference on September 8, 2025 [1] - A live webcast of the presentation will be available on the company's website, with a replay accessible shortly after the event [1]

本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不 对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担 全部责任。邮箱：news_center@staff.hexun.com 【巴克莱银行学家：美联储9月降息可能性大但不确定】巴克莱银行学家在报告中称，美联储主席杰罗 姆·鲍威尔周五讲话为降息铺路，美联储9月降息可能性较大，但并非板上钉钉。 他们指出，再次维持利 率不变的大门未关，这取决于8月就业和通胀数据。意外强劲就业数据且通胀高于预期，或使美联储维 持当前利率。不过，学家强调出现这种情况"门槛很高"，仅通胀高企不足以让美联储维持利率。 伦敦 证券交易所集团数据显示，美国货币市场目前预计9月降息概率为84%。 ...