格隆汇1月29日｜富国银行将微软公司目标股价从630美元下调至615美元。巴克莱银行将微软公司目标 股价从610美元下调至600美元。 ...

Breakdown cover and car insurance company RAC is close to selecting banks to lead its initial public offering in London, according to people familiar with the matter.The nearly 130-year-old firm is set to pick Goldman Sachs Group Inc., Bank of America Corp. and Barclays Plc to help arrange a possible listing, the people said, asking not to be identified as the information is private. The listing would value it at around £5 billion ($6.9 billion), the people said. Lazard Inc. is acting as a financial adviser ...

周二（1月27日）纽约时段，美元指数一度跌至95.51创2022年2月份的最低水平，本月累计跌幅扩大至超2.2%。 与此同时，英镑和欧元双双触及四年新高，欧元兑美元日内一度升至1.2081，英镑兑美元最高时报1.3869，均为2021年下半年以 来的最高水平。 三菱日联金融集团（MUFG）分析师表示，在市场对美国政策前景忧虑加剧之际，欧元正在"受益于其作为'反美元货币'的角 色"。 分析认为，美元近期的持续走弱源于美国总统特朗普在内政与外交上反复无常的、缺乏连贯性的政策，这些政策削弱了全球投资 者对美国资产的信心。 英国皇家伦敦资产管理公司跨资产投资主管Trevor Greetham表示："黄金走强、美元走弱，反映出市场对特朗普'混乱、即兴式'政 策的严重疑虑。" 智通财经报道提到，市场普遍猜测美国和日本当局可能会采取协同干预措施，干预市场阻止日元下跌。Greetham称，这反映决策 者根本不在乎美元的下行风险。 分析人士指出，还有多个因素拖累美元，包括美国政府可能停摆、有关美联储主席人选的传闻、以及美国与北约盟友之间的紧张 关系，尤其是格陵兰岛的纷争，将矛盾推向了高潮。 巴克莱银行高级外汇策略师Lefter ...

"果真如此的话，即便近期事件逐渐淡出短期叙事，对新兴市场货币的需求应该也会持续存在。继续做 多高息差新兴市场货币以及新兴市场大宗商品货币仍具价值。"巴克莱指出，"我们预计在这种环境下， 它们将随时间推移而稳步升值。" 市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 巴克莱指出，伴随日元空头头寸解除，叠加发展中经济体资产具备吸引大规模资金流入的空间，新兴市 场货币预计将"显著"跑赢全球主要货币。 "不同于以往的日元空头头寸解除情形，日元走强这一次对新兴市场资产、尤其是新兴市场货币形成支 撑。"巴克莱策略师Marek Raczko等人在报告中写道。 巴克莱表示，美元走弱并未削弱全球风险偏好，当前的全球风险情绪正在为新兴市场货币提供支 撑。"对美元的信心冲击，正在引发新兴市场本币资产配置方面一轮迟来的战略性追赶。"该行认为，资 金流入新兴市场投资组合的空间巨大。 ...

Core Insights - Several of the UK's largest banks, including HSBC and NatWest, are expected to increase their profitability forecasts as they prepare to release annual results in the coming weeks [1] - HSBC is anticipated to raise its return on tangible equity (ROTE) guidance, currently at "mid teens or better," while NatWest may revise its 2027 ROTE target from 15% to 17% [1] - Barclays is also expected to improve its ROTE target, which was previously projected at a minimum of 12% for 2026 [2] Group 1: UK Banks - The upcoming earnings releases for Barclays and HSBC are scheduled for 10 February and 25 February, respectively [2] - Lloyds Banking Group may also revise its profitability targets later this year [2] - Major UK banks are expected to lift profitability targets, indicating a positive outlook for the sector [4] Group 2: Continental Europe Banks - Banks across continental Europe have already upgraded profit expectations, suggesting that recent margin improvements could be sustainable [2] - Spanish lenders Santander and BBVA have successfully grown revenue while maintaining cost control [3] - Deutsche Bank has set an updated ROTE goal for 2028 of over 13%, exceeding its previous benchmark of 10% for 2025, with projected revenue growth from €32 billion ($38.06 billion) in 2025 to approximately €37 billion by 2028 [3][4] Group 3: Financial Targets - Deutsche Bank aims to achieve a cost/income ratio below 60% by 2028, improved from a target of below 65% for 2025 [4] - The bank plans to increase its payout ratio to 60% of net profit attributable to shareholders starting in 2026 [4]

Core Insights - Nearly 60% of the largest banks in the U.S. are either already offering Bitcoin-related services or expect to do so, indicating a significant trend towards Bitcoin adoption in the banking sector [1][5] Group 1: Current Offerings and Initiatives - Major U.S. banks such as JPMorgan Chase have launched Bitcoin trading services, while Citigroup, Wells Fargo, Goldman Sachs, and Morgan Stanley provide Bitcoin exposure primarily to high-net-worth clients [2] - U.S. Bank and BNY Mellon are among the first systemically important banks to offer custody services for Bitcoin [3] - PNC Group has launched both Bitcoin custody and trading services, while State Street and HSBC's U.S. operations have announced custody plans [5] Group 2: Exploratory Stages and Recommendations - Some banks, including Citigroup and Fifth Third, are still in the exploratory stages regarding custody and trading offerings [6] - Bank of America has recommended that clients allocate up to 4% of their portfolios to cryptocurrencies, reflecting a shift in stance even among banks without direct Bitcoin products [4][9] - Bank of America also plans to initiate coverage of four U.S.-listed spot Bitcoin exchange-traded funds (ETFs), which provide direct exposure to Bitcoin [10] Group 3: Banks Yet to Enter the Market - Despite the growing momentum, a significant minority of large U.S. banks have not yet announced Bitcoin-related products or plans, with nine banks remaining on the sidelines [7][8][11]

在随后的新闻发布会上，巴克莱预计美联储主席鲍威尔将强化FOMC不急于降息的信息。若被问及近期 的行政当局施压，鲍威尔或重申打算"继续履行参议院批准其担任的职务"，既保持选项开放，也暗示其 在5月15日后可能继续以理事身份留在FOMC。 上证报中国证券网讯（记者 汪友若）1月26日，巴克莱研究团队发布关于本周美联储议息会议的展望观 点。巴克莱预计联邦公开市场委员会（FOMC）将维持利率在3.50%至3.75%区间不变，并释放不急于进 一步降息的信号。 目前巴克莱维持基准情形预测，即FOMC将于2026年6月和12月进行两次25基点的降息。 ...

【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 本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担 【巴克莱：泰国央行2月或维持利率不变，后续仍有降息风险】1月26日，巴克莱学家在报告中指出，泰 国央行大概率会在2月会议上维持政策利率不变。该央行12月曾表示，若增长前景恶化可能降息，但到2 月时，新数据少且大选后政府组建时间表不明，难以重新评估宏观前景。 巴克莱认为，泰国央行降息 周期或已在12月结束，因其政策空间有限，降息门槛高。不过，巴克莱补充称，2月后仍存在再次降息 25个基点的潜在风险。 ...

As I’ve covered in the past , I turned bullish on Barclays PLC ( BCS ) back in May last year as the bank was reporting a very good operating performance, and its valuation was muchLabutes IR is a Fund Manager/Analyst specialized in the financial sector, with more than 18 years of experience in the financial markets. I have worked at several type of institutions in the industry, always at the buy side and related to portfolio management. Associated with the existing author The Outsider.Analyst’s Disclosure: ...

Core Viewpoint - The article expresses a bullish outlook on Barclays PLC (BCS), highlighting its strong operating performance and attractive valuation since May of the previous year [1]. Group 1: Company Performance - Barclays PLC has reported a very good operating performance, which has contributed to the positive sentiment around the stock [1]. Group 2: Analyst Background - The author has over 18 years of experience in the financial markets, specializing in the financial sector and portfolio management [1].