NEW YORK--(BUSINESS WIRE)--Barclays Bank PLC (the "Issuer†) announced today the results of its previously announced cash tender offers (each, an "Offer†) to purchase any and all of its outstanding exchange-traded notes (the "Notes†or the "ETNs†) of the two separate series listed in the table below (each, a "Series†) and the solicitation of consents (each, a "Consent Solicitation†) from holders of the Notes (the "Noteholders†) to amend certain provisions of the Notes with respect to each Series. ...

I do think they're generally on the right track. I think as they look at formulating their policies and announcing the budget later this year, I think as a communication matter, it's important to reiterate what objectives they have for the country. You know, we are a country hovering at around 1% growth.What is our capacity. I think it's much higher. Is it one and a half. Is it two.Over what time period. How do we unleash productivity in this country. Now, we are sitting here in a hub of productivity.I'm su ...

One of the biggest problems Argentine President Javier Milei has as he tries to stem a currency crisis is that the peso, by nearly all accounts, is overvalued. Barclays Plc says the real effective exchange rate should be as much as 30% weaker to stimulate the economy. StoneX and local broker One618 say the peso’s excess valuation is closer to 20%. Many other investors and analysts consulted by Bloomberg didn’t want to offer a precise estimate, but they agree that, to one degree or another, the peso needs to ...

Joby Aviation (NYSE: JOBY ) is yet another business with great prospects and a strong narrative that is seeing high volatile share price growth, difficult to analyze through any fundamental framework. I say " yet another business" because I am freshI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice P ...

Sell-side strategists, who have rushed to upgrade their stock targets ever since the market rebounded from its early-year slide, keep underestimating the rally’s strength. The record-setting advance has pushed the S&P 500 Index nearly 3% above the average year-end forecast among those tracked by Bloomberg, which currently stands at 6,486. Only in 2024 and 1999 have the calls lagged the market’s actual return so much around this time of the year.The gap underscores what a vexing spell it has been for Wall St ...

(Bloomberg) -- The trustee overseeing bankrupt Tricolor Holdings is seeking control of roughly 100,000 subprime auto loans originated by the lender, looking to hold them under court supervision while determining how to distribute proceeds to creditors.  Tricolor filed for bankruptcy on Sept. 10 with plans to liquidate following allegations of fraud. Speaking at the company’s first court hearing on Thursday, trustee attorney Charles Gibbs said it took nearly a week to get into Tricolor’s headquarters, whil ...

巴克莱方面表示，此次任命体现了该行持续深化在亚太区的布局，并重申其致力于服务主要金融机构客 户的长期承诺。随着区域内金融市场的快速发展，巴克莱将通过加强产品能力与本地化服务，进一步拓 展与保险公司、银行、资产管理机构以及主权财富基金的合作。 亚太区被视为巴克莱全球增长战略的重要组成部分。近年来，随着资本流动增加与金融机构对多元化融 资方案需求的提升，巴克莱持续加大在投资银行和金融机构客户覆盖方面的投入，以巩固其在国际市场 的竞争优势。 智通财经APP获悉，近日巴克莱(BCS.US)宣布，委任Neel Laungani担任亚太区金融机构业务主管，全面 负责该行在该地区的金融机构业务发展。他将领导团队推动交易发起与执行，并为区内核心客户提供策 略性行业覆盖。 Laungani在投行及金融机构领域拥有超过二十年的经验，曾在多家国际投行及金融机构部门担任领导职 务，积累了丰富的跨境并购、资本市场及战略融资经验。他的加入预计将进一步强化巴克莱在亚太区金 融机构客户群中的影响力。 ...

人工智能能源需求 - 人工智能是史上最耗电的技术 每个数据中心耗电量相当于一个小型城市 [2] - 人工智能查询 模型更新和机器人突破消耗大量能源 正在将全球电网推向崩溃边缘 [1][2] - OpenAI创始人和Elon Musk均警告人工智能面临能源突破需求 否则明年将耗尽电力 [2] 能源基础设施机会 - 一家鲜为人知的公司拥有关键能源基础设施资产 将受益于人工智能能源需求激增 [3] - 该公司定位为人工智能能源繁荣的"收费亭"运营商 从每度出口电力中收取费用 [4] - 公司在美国液化天然气出口中扮演关键角色 该行业将在特朗普"美国优先"能源政策下爆发 [7] 公司业务优势 - 公司拥有下一代核能基础设施资产 处于美国下一代电力战略核心位置 [7] - 是全球少数能执行大型复杂EPC项目的企业 涵盖油气 可再生燃料和工业基础设施 [7] - 公司完全无负债 持有现金储备相当于其市值近三分之一 [8] 投资价值特征 - 扣除现金和投资后 公司交易市盈率不足7倍 [10] - 持有另一家热门人工智能公司的重大股权 为投资者提供多重AI增长引擎 exposure [9] - 部分全球最隐秘的对冲基金经理开始在闭门投资峰会上推荐该股票 [9] 多重增长驱动 - 同时受益于人工智能基础设施超级周期 特朗普关税推动的回国制造浪潮 美国LNG出口激增以及核能领域独特布局 [14] - 关税政策促使美国制造商将业务迁回本土 公司将优先参与设施重建和改造工程 [5] - 能源需求需要经验丰富 规模庞大且执行力强的建设商 该公司具备全部条件 [8]

行业表现与驱动因素 - 金融板块是今年表现最好的行业之一 这反映了市场对美联储开启宽松周期的预期 [1] - 行业表现良好的核心驱动因素包括持续增长的经济预期和美联储降息 同时监管环境在持续15年趋严后开始出现放松迹象 [2] - 银行股表现是经济的晴雨表 受益于贷款增长 收益率曲线 利率 存款以及评级和并购活动等多重因素 [3] 货币政策影响 - 美联储降息可能刺激贷款增长 并推动资本市场活动回暖 [4] - 融资成本下降将有利于并购和IPO活动复苏 [4] - 利率下降可能增加抵押贷款再融资活动 同时通过减少未实现损失来提升银行账面价值 [5] 银行股投资偏好 - 在当前背景下更偏好大型银行 因其受益于资本市场活动复苏和监管放松趋势 [6] - 花旗集团 美国银行 摩根大通 高盛和摩根士丹利都将从更有利的经济环境中受益 多家银行股价已处于高位 [7] - 摩根大通是该群体中表现最出色的银行 过去数年持续实现20%以上的有形普通股回报率 [8] 个股估值与表现 - 花旗集团交易价格接近有形账面价值 估值相对更具吸引力 [8] - 美国银行表现落后于其他货币中心银行 未来几年有追赶空间 [9] - 花旗集团股价已回升至100美元水平 但距离经调整后的历史高点560美元仍有较大差距 [9]

Question-and-Answer SessionSo you've committed to putting GBP 30 billion RWAs incremental in your U.K. businesses. You've deployed GBP 17 billion already, including Tesco. What has driven this growth? And where are you seeing the best opportunities from here?Angela CrossGroup Finance Director & Executive Director Yes. Thanks, Perlie. So we've got a GBP 30 billion RWA target for the U.K. across '24 to '26. And at the halfway point of the plan, we are at GBP 17 billion. Now a proportion of that around GBP 8 b ...