Hints and tips:
...The slide in Treasury yields to three-month lows following the soft US jobs data could provide “a tradeable bounce in bond-like stocks”, says Barry Knapp, head of US equity strategy at Barclays in a recent...
...But Barry Knapp, head of US equity strategy at Barclays, says it is important for investors to distinguish which part of the asset purchase programme may be tapered....
...“If you think about the consistent outperformance of cyclical stocks since April, it suggests that expectations of economic improvements in 2014 are largely priced in at this point,” says Barry Knapp, chief...
...Barry Knapp, chief equity strategist at Barclays, says investors are “all-in” on the idea that economic growth is accelerating and that should result in sales beating forecasts....
...For those looking to navigate the macro terrain, Barry Knapp, US equities strategist at Barclays, recommends investors avoid slow-growth, high-dividend stocks which are likely to suffer if interest rates...
...“In the near-term, I think the growth environment will pick up but not enough to alter this dynamic for companies,” says Barry Knapp, chief US equity strategist at Barclays....
...Barry Knapp, chief equity strategist at Barclays, has maintained a year-end target of 1,525, implying a big market tumble to come....
...Barry Knapp, chief US equity strategist at Barclays, says: “Following this period of extraordinary monetary policy it stands to reason that . . . the equity market as a whole can hardly be considered cheap...
...Knapp, chief US equity strategist at Barclays....
...However, Barry Knapp, head of US equity strategy at Barclays, cautions: “We believe investors are overpaying for domestically focused stocks.”...
...Traditionally, banks “have performed very poorly during these Fed normalisations,” says Barry Knapp, head of US equity strategy at Barclays....
...For Barry Knapp, head of US equity strategy at Barclays, a familiar story is once more playing out....
...Barry Knapp, chief US equities strategist at Barclays, says the consumer discretionary sector is particularly vulnerable as household income growth remains weak....
...Others say even a modest deal may not prove to be good enough in the near-term, says Barry Knapp, chief US equity strategist at Barclays....
...Barry Knapp, head of US equity strategy at Barclays, says higher option premiums for the Vix beyond one month suggests investors are mindful that correlation could intensify against the backdrop of fiscal...
...Barry Knapp, chief US equity strategist at Barclays, said: “In the near-term, we believe risks for both earnings and stocks are on the downside given the low probability of a grand bargain in the budget...
...Barry Knapp, chief equity strategist at Barclays, said: “With a polarised federal government, we do not see an increased probability of avoiding the tax cliff, brinkmanship over the debt ceiling or enacting...
...Barry Knapp, chief equity strategist at Barclays, said he expected a longer-term decline for the sector despite the day’s gains....
...Barry Knapp, chief equity strategist at Barclays, is doing the same and cautions that the US election is now the swing factor....
...“Nothing’s changed in core fundamentals, in terms of economic uncertainty or underlying company earnings growth,” says Barry Knapp, chief US equity strategist at Barclays....
...Barry Knapp, Barclays’ chief equity strategist, said a near-term bottom was unlikely....
...“Our lone cyclical overweight is energy,” said Barry Knapp, a US equity strategist at Barclays....
...“Equities are likely to respond poorly,” said Barry Knapp, a US equity strategist at Barclays....
...Barry Knapp, a US equities strategist at Barclays, says: “A consistent message in company commentary in first-quarter earnings reports was that strong results from the US were offsetting declines across...
International Edition