Core Viewpoint - The Reserve Bank of India (RBI) is expected to hold interest rates steady in light of unexpectedly high GDP growth of 8.2% and low CPI inflation of 0.3% for October, leading to a reassessment of economic forecasts [1][3][4]. Economic Indicators - The October CPI inflation rate was reported at 0.3%, which is significantly below expectations, indicating a benign inflation environment [1][3]. - The GDP growth rate for the same period was 8.2%, surpassing the RBI's own estimate of 7% and the market expectation of 7.4%, prompting a revision of growth forecasts [3][10]. Monetary Policy Implications - The RBI is likely to revise its GDP growth forecast for the financial year 2026 to an average of 7.2%, which is 40 basis points higher than previous estimates [3][4]. - The inflation forecast for the financial year 2026 is expected to be revised down to around 2%, compared to the current forecast of 2.6% [4][12]. Market Reactions - The RBI is anticipated to adopt a neutral stance with a dovish pause, potentially implementing non-rate measures to ensure bond market stability and liquidity [5][6]. - There is a recognition of the divergence in economic data interpretations among economists, but the RBI will base its decisions on the available data, regardless of its credibility concerns [11][12].

Core Points - Lorenzo Grandi, President and CFO of STMicroelectronics, will present at the Barclays 23rd Annual Global Technology Conference on December 11, 2025 [1] - A live webcast of the conference will be available on ST's website and can be replayed until December 25, 2025 [2] Company Overview - STMicroelectronics employs 50,000 individuals and specializes in semiconductor technologies, managing the semiconductor supply chain with advanced manufacturing facilities [3] - The company collaborates with over 200,000 customers and numerous partners to create products and solutions that promote sustainability and address various challenges [3] - STMicroelectronics aims to achieve carbon neutrality in all direct and indirect emissions by the end of 2027, alongside a goal of 100% renewable electricity sourcing [3]

The funding needs of the top five U.S. technology firms could reach almost $100 billion in 2026, Meghan Graper, global head of debt capital markets at Barclays, said on Wednesday at a Reuters NEXT pan... ...

来源：滚动播报 巴克莱银行对全球和欧洲股市依然持乐观态度，预计尽管政策存在不确定性，市场仍将持续上涨。该行 认为，稳健的基本面、持续的人工智能驱动型投资以及预期中的货币宽松政策（包括美联储进一步降 息）都将对股市构成支撑。盈利有望引领上涨，预计明年欧洲每股收益将增长8%。巴克莱银行强调欧 洲股市估值较低，并设定欧洲斯托克600指数目标价为620点（约9%的上涨空间），前提是人工智能周 期得以维持且市场落后股有所改善。 ...

MIGDAL HAEMEK, Israel, December 03, 2025 – Tower Semiconductor (NASDAQ/TASE: TSEM), the leading foundry of high-value analog semiconductor solutions, today announced that its company representatives will participate in the Barclays 23rd Annual Global Technology Conference on Wednesday, December 10th. The Barclays conference will take place at the Palace Hotel in San Francisco. There will be an opportunity for investors to meet one-on-one with company representatives. Interested investors should contact the ...

Accessibility StatementSkip Navigation more press release views with Request a Demo SEATTLE, Dec. 2, 2025 /PRNewswire/ -- Zillow Group, Inc. (Nasdaq: Z and ZG), which is transforming the way people buy, sell, rent and finance homes, today announced Zillow Group will present at this year's Barclays 23rd Annual Global Technology Conference in San Francisco. Chief Executive Officer Jeremy Wacksman will participate in a fireside chat on Thursday, Dec. 11, at 11:35 a.m. PT / 2:35 p.m. ET. Register and access ...

An ex-Barclays investment banker, who alleged that an offhand comment taken out of context cost him his job, lost an unfair dismissal lawsuit after a London court ruled he had demonstrated dishonest conduct https://t.co/IufQFOXHMW ...

智通财经APP获悉，摩根大通分析师表示，欧洲银行股正处在"完美的环境"中，其上涨势头预计将持 续。 以基亚恩·阿布侯赛因为首的分析师在周二的一份报告中写道："展望2026年，我们对欧洲银行股维持积 极看法，并再次确认这一立场。"他们列举的理由包括经济改善、以及利率、通胀和失业率的稳定。他 们表示，盈利增长和股票回购也支撑了这一前景。 欧洲银行股有望实现连续第13个季度上涨，并且是今年以来该地区表现最佳的板块。斯托克600银行指 数上涨了55%，而更广泛基准指数的涨幅为13%。法国兴业银行、德国商业银行、西班牙桑坦德银行、 西班牙对外银行和西班牙Unicaja Banco的股价在2025年均实现翻倍或以上的涨幅。 分析师指出，与其他行业相比，欧洲银行股仍有33%的折价，并且有进一步上涨的空间。这些银行资本 状况强劲，并且预计从2025年到2027年每年利润将增长约6%。 分析师看好的首选股包括巴克莱银行(BCS.US)、国民西敏寺银行集团、德意志银行(DB.US)、法国兴业 银行、西班牙凯克萨银行、渣打银行和奥地利第一储蓄银行。 ...

Core Viewpoint - Barclays economists indicate a high likelihood of a 25 basis point rate cut by the Federal Reserve during the meeting on December 9-10, with market pricing showing over 80% probability for this cut [1] Group 1: Rate Cut Expectations - The expectation is that Jerome Powell will support the rate cut, joining a group that includes Waller, Bowman, Williams, Jefferson, Cook, and Barr [1] - There is anticipated internal dissent, with at least two hawkish votes against from Schmid and Musalem, and one potential dissenting vote from Goolsbee or Collins [1] - Milan may also vote against the cut, advocating for a larger reduction [1] Group 2: Future Guidance - Barclays expects the Fed's statement and Powell's press conference to have a slightly hawkish tone, suggesting a likely pause in January unless labor market conditions worsen beyond expectations [1]

Group 1: Market Overview - The S&P 500 index ended November nearly flat, but signs of recovery are emerging as volatility decreases and market breadth improves [1] - Market breadth, measured by the five-day average of advancing and declining stocks in the S&P 500, rebounded from a low of -150 to around +150 before Thanksgiving, indicating a significant shift in market participation [1] - The "volatility panic index" is currently around 5, slightly above its three-year average and significantly lower than its peak earlier in November [1] Group 2: Systematic Strategies and Positioning - Approximately $16 billion in S&P 500-related sell-offs occurred over the past month, exacerbating previous market declines [3] - Following the market's digestion of this risk-off phase, the expectation for the upcoming month has shifted to a slight net buying scenario of about $4.7 billion [3] - Major U.S. stock indices experienced significant gains after a period of volatility, with the Dow Jones up 3.18%, S&P 500 up 3.73%, and Nasdaq up 4.91% [3] Group 3: Wall Street Outlook for 2026 - Multiple top investment banks have released forecasts for the S&P 500 index for the end of 2026, with a consensus that the index will continue to rise due to AI investment trends, a shift to accommodative monetary policy, and broadening profit growth [4] - JPMorgan and Deutsche Bank set ambitious targets for the S&P 500, with JPMorgan forecasting a target of 7,500 points, potentially exceeding 8,000 points if the Fed continues to lower interest rates [4][5] - Deutsche Bank predicts a 14% increase in earnings per share for the S&P 500 next year, driven by AI's growth potential extending beyond major tech stocks to other sectors [5][6] Group 4: Sector-Specific Insights - Analysts from Morgan Stanley express optimism about sectors such as consumer discretionary, healthcare, financials, industrials, and small-cap stocks, anticipating that the recent market sell-off is nearing its end [6] - UBS forecasts that the AI-driven market rally will persist until 2026, with a target of 7,500 points for the S&P 500, supported by strong corporate earnings growth [6] - Barclays raised its 2026 S&P 500 target to 7,400 points, citing strong performance from large tech stocks despite a sluggish macroeconomic growth environment [7]