Investing.com - The impact of sweeping U.S. tariffs is expected to ripple through the world economy in the second half of 2025, according to analysts at Barclays (LON: BARC ).

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Barclays flags RanCos as compelling alternative to mergers for Europe’s telcos

Although mergers such as Orange/MasMovil in Spain and Vodafone/3UK in the U.K. have shown the potential for “4 to 3” market consolidation, Barclays notes that “3 to 2” mergers raise heightened ...

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French retail banking recovery underway; SocGen best positioned: Barclays

Return on equity (ROE) for French retail operations remains below the cost of equity (COE) for most banks, but Barclays forecasts a rebound. Only LCL, Crédit Agricole’s retail unit, posted ...

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Middle East tensions "testing" European stock market resilience - Barclays

Elsewhere, the Barclays analysts flagged renewed trade-related risks facing European equities. An early July expiration of Trump’s delay to his punishing "reciprocal" tariffs is just weeks away, with ...

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Barclays Upgrades CVC as secondaries surge amid private equity exit slowdown

Investing.com -- Barclays (LON: BARC) has upgraded CVC Capital Partners (AS: CVC) to “overweight” from “equal weight” as persistent challenges in private capital realisations continue to elevate ...

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