Barclays(US:BCS) 智通财经网·2025-05-19 07:15Group 1 - Barclays Bank's latest report indicates a reduction in interest rate pressure on major global central banks due to signs of easing in the US-China tariff dispute, which may lead to a resurgence in arbitrage trading in the short term [1] - The report highlights a favorable market environment for foreign exchange arbitrage strategies, with a preference for currencies such as the US dollar, Brazilian real, Colombian peso, Indian rupee, and Mexican peso [1] - The analysis is based on two core judgments: the diminishing drag effect of the tariff dispute on the global economy and the expectation that major central banks will not rush to cut rates due to the absence of hard landing risks [1] Group 2 - Barclays predicts that market volatility will decrease to levels seen after the US elections and before the tariff announcements in early April 2025, creating favorable conditions for arbitrage strategies [2] - The bank warns that as global interest rates approach neutral levels, the "golden window" for arbitrage trading may not last long [2] - Overall, the report conveys a clear signal that with the dual support of reduced tariff risks and stable central bank policies, there is short-term operational space for arbitrage trading, particularly for emerging market investors [2]