您的浏览器禁用了JavaScript(一种计算机语言,用以实现您与网页的交互),请解除该禁用,或者联系我们。 [巴克莱银行]:5月26日- 5月30日及以后:我们关注11个预览,其中5个出现在我们的观察名单上。 - 发现报告

5月26日- 5月30日及以后:我们关注11个预览,其中5个出现在我们的观察名单上。

2025-05-22 Rob Bate,Maria Baig,Anna Woodcock 巴克莱银行 浮云
报告封面

European Week Ahead: 26thMay – 30th MayRestricted - External European Equity Product ManagementGroupRob Bate*+44 (0)20 7773 3576rob.bate@barclays.comBarclays, UKMaria Baig*+44 (0)20 3134 2747maria.baig@barclays.comBarclays, UKAnna Woodcock*+44 (0)20 7773 3935anna.woodcock@barclays.comBarclays, UK Macro Week Ahead (See Macro Calendar in attached spreadsheet)EventGfK consumer confidence, indexNationwide CPI, % y/y"Final" GDP, % q/qRetail sales, % m/m (y/y)Consumer confidence indicator, indexECB negotiated wages, % y/yNew home sales, k saarGfK consumer confidence, indexPreliminary CPI, % m/m (y/y)EC business and consumer survey"Final" consumer confidence, % balIndustrial confidence, % balDurable goods orders-p, % m/mConsumer confidence indexMinutes of FOMC meeting"Final" GDP, % q/q"Final" non-farm payrolls, % q/qUnemployment change (000s, sa); (rate, %)Consumer confidence, indexBusiness confidence, indexReal GDP 2nd release , % q/q saarReal consumer spending 2nd release, % q/q saarGDP price index 2nd release, % q/q saarInitial jobless claims, k (4wma)Pending home sales, % m/mNationwide house price index, % m/m (y/y) (to 05/06)Lloyds business barometer, %Loans to private sector (adjusted), % m/m (y/y)Personal income, % m/mPersonal spending, % m/mChicago PMI index"Final" U. of Michigan consumer sentiment, index"Final" U. of Michigan 1 Yr. inflation, %Equity StrategyRecord buyback executions have helped EU equities rebound close to highs. With the blackoutperiod over, execution volumes should pick up as companies remain committed to theirprograms despite the uncertainty. Buybacks canofferequities a cushion against rising rates andhelp alpha generation. (European Equity Strategy: Buybacks going full steam ahead (21 May2025)). 3 Analyst(s) Certification(s):Each research report excerpted herein was certified under SEC Regulation AC by the analyst primarily responsible for such report as follows: I herebycertify that: 1) the views expressed in this research report accurately reflect my personal views about any or all of the subject securities referred to inthis report and; 2) no part of my compensation was, is or will be directly or indirectly related to the specific recommendations or views expressed inthis report.Important Disclosures:Barclays Research is produced by the Investment Bank of Barclays Bank PLC and itsaffiliates(collectively and each individually, "Barclays"). Allauthors contributing to this research report are Research Analysts unless otherwise indicated. The publication date at the top of the report reflects thelocal time where the report was produced and maydifferfrom the release date provided in GMT.Availability of Disclosures:Where any companies are the subject of this research report, for current important disclosures regarding those companies please refer to https://publicresearch.barclays.com or alternatively send a written request to: Barclays Research Compliance, 745 Seventh Avenue, 13th Floor, New York, NY10019 or call +1-212-526-1072.The analysts responsible for preparing this research report have received compensation based upon various factors including the firm's total revenues,a portion of which is generated by investment banking activities, the profitability and revenues of the Markets business and the potential interest of thefirm's investing clients in research with respect to the asset class covered by the analyst.Analysts regularly conduct site visits to view the material operations of covered companies, but Barclays policy prohibits them from accepting paymentor reimbursement by any covered company of their travel expenses for such visits.Barclays Research Department produces various types of research including, but not limited to, fundamental analysis, equity-linked analysis,quantitative analysis, and trade ideas. Recommendations contained in one type of Barclays Research maydifferfrom those contained in other types ofBarclays Research, whether as a result ofdifferingtime horizons, methodologies, or otherwise.In order to access Barclays Statement regarding Research Dissemination Policies and Procedures, please refer to https://publicresearch.barclays.com/S/RD.htm. In order to access Barclays Research Conflict Management Policy Statement, please refer to: https://publicresearch.barclays.com/S/CM.htm.Materially Mentioned Stocks (Ticker, Date, Price)Fresenius Medical Care AG(FMEG.DE, 20-May-2025, EUR 53.66), Equal Weight/Positive, CD/E/J/K/L/M/NFresenius SE & Co KGaA(FREG.DE, 20-May-2025, EUR 44.03), Overweight/Positive, CD/E/J/K/L/M/NHeidelberg Materials(HEIG.DE, 20-May-2025, EUR 185.60), Equal Weight/Neutral, CD/J/K/NRémy Cointreau(RCOP.PA, 20-May-2025, EUR 47.98), Equal Weight/Neutral, JWizz Air(WIZZ.L, 20-May-2025, GBP 16.41), Underweight/Neutral, E/J/LUnless otherwise indicated, prices are sourced from Bloomberg and reflect the closing price in the relevant trading market, which may not be the lastavailable closing price at the time of publication.Disclosure Legend:A:Barcl