Barclays says a win by Hungary’s opposition next year could lift the forint 5.5% by unlocking frozen EU funds https://t.co/hJfE7l3EDU ...

An ex-Barclays investment banker sued the bank for unfair dismissal alleging that an offhand comment taken out of context cost him his job https://t.co/7RlbQLO5HM ...

Core Viewpoint - Barclays PLC has experienced a significant rise in its stock price over the past year, with an 80% rally, indicating strong market performance, yet there is an expectation that the growth momentum is not yet exhausted [1]. Company Analysis - The analysis emphasizes a disciplined approach to evaluating companies, focusing on numerical data and underlying business performance rather than market narratives [1]. - The analyst possesses over 15 years of market experience and a degree in economics, which supports a thorough understanding of financial metrics and market dynamics [1]. Market Sentiment - Despite the substantial increase in stock price, the market appears to be taking a cautious approach, suggesting potential for further growth opportunities [1].

Group 1 - The investment thesis for Barclays (NYSE: BCS) focuses on its transition towards a more profitable and shareholder-return oriented institution [1] - The potential for stock price appreciation is contingent upon the successful execution of its multi-year strategic plan [1]

Core Insights - The Zacks Premium service provides tools for investors to enhance their stock market engagement and confidence [1][2] Group 1: Zacks Style Scores - Zacks Style Scores rate stocks based on value, growth, and momentum, serving as complementary indicators to the Zacks Rank [3] - Each stock receives an alphabetic rating from A to F, with A indicating the highest potential for outperformance [4] - The Style Scores are categorized into four types: Value Score, Growth Score, Momentum Score, and VGM Score [4][5][6][7] Group 2: Value Score - The Value Style Score focuses on identifying undervalued stocks using ratios like P/E, PEG, and Price/Sales [4] Group 3: Growth Score - The Growth Style Score evaluates stocks based on projected and historical earnings, sales, and cash flow to identify sustainable growth opportunities [5] Group 4: Momentum Score - The Momentum Style Score assesses price trends and earnings outlook changes to identify favorable investment timing [6] Group 5: VGM Score - The VGM Score combines all three Style Scores to highlight stocks with attractive value, strong growth forecasts, and promising momentum [7] Group 6: Zacks Rank - The Zacks Rank is a proprietary model that uses earnings estimate revisions to simplify portfolio building [8] - Stocks rated 1 (Strong Buy) have historically produced an average annual return of +23.75% since 1988, significantly outperforming the S&P 500 [9] Group 7: Stock Recommendation - Barclays PLC (BCS) is highlighted as a stock to watch, currently rated 3 (Hold) with a VGM Score of B and a Value Style Score of A [12] - Barclays has total assets of £1,598.7 billion ($2,192.3 billion) as of June 30, 2025, and an upward revision in earnings estimates for fiscal 2025 [12][13] - The Zacks Consensus Estimate for Barclays is $2.23 per share, with an average earnings surprise of +36.5% [13]

Financial Results Announcement - The J.M. Smucker Co. will release its first quarter fiscal 2026 financial results on August 27, 2025, with a press release available at 7:00 a.m. Eastern Time [1] - A live question and answer session will be held with CEO Mark Smucker and CFO Tucker Marshall at 9:00 a.m. Eastern Time on the same day [1] Upcoming Conference Participation - The company will participate in the 2025 Barclays Global Consumer Staples Conference on September 2, 2025, at 12:45 p.m. Eastern Time [2] - Live webcasts and replays for both events will be accessible on the company's investor website [2] Company Overview - The J.M. Smucker Co. offers a diverse range of food products, leading in categories such as coffee, peanut butter, fruit spreads, and pet food [3] - The company is committed to quality production, responsible operations, and making a positive societal impact [3]

格隆汇8月6日｜巴克莱银行将芯科实验室(Silicon Labs)目标价从100美元上调至130美元。 ...

格隆汇8月6日｜巴克莱银行将Lululemon目标价从270美元下调至209美元。 ...

Group 1 - Despite a significant rebound in the dollar index (DXY) with a 3.2% increase in July, Wall Street forex strategists remain bearish on the dollar's long-term prospects [1] - The recent strong GDP data and the adaptation to tariff policies temporarily boosted the dollar, reversing previous declines [1] - Concerns over the reliability of U.S. economic data have been raised due to weak employment figures and the firing of the Bureau of Labor Statistics chief [1] Group 2 - The upcoming non-farm payroll report on September 5 is critical, with market attention on data credibility and collection methods [2] - There are concerns that a strong employment report could lead to suspicions of data manipulation, especially with a new appointee expected to be a Trump loyalist [2] - The resignation of Fed Governor Kugler has sparked speculation about potential nominees, which could influence market perceptions of future Fed policies [2] Group 3 - Barclays' forex strategy head believes Kugler's departure opens a new window for short-term dollar weakness, but does not foresee excessive depreciation by 2025 [3] - Both Goldman Sachs and Barclays favor a bullish outlook on the yen against the dollar, highlighting the yen's appeal as a safe-haven currency in uncertain times [3]

Group 1 - The expectation of interest rate cuts in the US is likely to persist due to a weak labor market, with disappointing non-farm employment data reinforcing market predictions for a rate cut in September [1] - Continuous low non-farm employment numbers below 50,000 for six months could signal an economic recession, leading to increased market expectations for further rate cuts by the Federal Reserve [1][2] - Barclays predicts the European Central Bank will cut rates in December instead of September, influenced by anticipated weak economic activity in the second half of the year [2] Group 2 - Concerns over the independence and reliability of official economic data have intensified following President Trump's claims of data manipulation and the dismissal of the Labor Statistics Bureau director [3][4] - The Korea Export-Import Bank forecasts a decline in South Korea's export value in Q3 2025 due to the impact of tariffs, projecting exports to reach approximately $167 billion, a year-on-year decrease of about 3% [3] - Analysts from Danske Bank expect the Bank of England to announce a rate cut in the upcoming decision, which may exert downward pressure on the British pound [4]