巴克莱仍青睐长期美债 建议投资者重新建立五年期美债的多头头寸

Core Viewpoint - Barclays remains bullish on long-term U.S. Treasuries, specifically recommending investors to re-establish long positions in five-year U.S. Treasuries in preparation for potential interest rate cuts by the Federal Reserve [1] Group 1 - Barclays suggested investors to buy five-year U.S. Treasuries again in mid-April after a shift to a neutral stance following the tariff announcement on April 2 [1] - The report indicates that moderate tariff rhetoric has calmed the market, but the outcome of negotiations remains highly uncertain, which adds pressure to the economic outlook [1] - Barclays expresses skepticism about the U.S. avoiding an economic recession this year, which increases the rationale for the Federal Reserve to lower interest rates [1]