Barclays Turns More Favorable on U.S. Value Stocks Amid Oil-Driven Inflation Risks
Barclays strategists have shifted their stance toward U.S. Value equities, adopting a 'Value positive, Growth neutral' view while downgrading Momentum to negative. The bank points to elevated oil prices, growing inflation expectations and improving consumer sentiment - alongside supply shock concerns tied to the Iran conflict - as factors that tilt…