Three reasons to stick with stocks despite rising yields, according to Barclays
Published . Updated .
Strategists at the bank recommend exposure to U.S. technology, media, telecommunications and industrial stocks.
Directly affected
- BCS Barclays
Named in this report.
Indirectly affected
- XLI Industrial Select Sector SPDR
A fund of industrial companies
- CAT Caterpillar
A large machinery maker
- DE Deere
A large machinery maker
- HON Honeywell
A large industrial company
- UNP Union Pacific
A large freight railroad
- GE GE Aerospace
A large industrial company
- VXX BARCLAYS BANK PLC
GA selected VXX as a RELATED security because its canonical security name directly matches this event's themes: barclays, bank. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- ATMP BARCLAYS BANK PLC
GA selected ATMP as a RELATED security because its canonical security name directly matches this event's themes: barclays, bank. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- DJP BARCLAYS BANK PLC
GA selected DJP as a RELATED security because its canonical security name directly matches this event's themes: barclays, bank. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- PDLB PONCE FINANCIAL GROUP INC COMMON STOCK
GA selected PDLB as a RELATED security because its canonical security name directly matches this event's themes: financial, stocks. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
Price reaction, T-5 to T+3
Strategists at the bank recommend exposure to U.S. technology, media, telecommunications and industrial stocks.
Source: MarketWatch
The price since 24 Sep 2026: Barclays (BCS) versus the S&P 500
Since the first closing price after “Three reasons to stick with stocks despite rising yields, according to Barclays,” Barclays (BCS) is -10.60%. The S&P 500 fund (SPY) is -0.62% over the same days, a -9.99% difference versus the market.
Who gains and who loses around Barclays (BCS)
Companies carried with this story
- BCS Barclays
In “Three reasons to stick with stocks despite rising yields, according to Barclays,” Barclays (BCS) is linked, with no stored direction, high confidence. Reason on file: The reported development directly names BARCLAYS PLC in the headline; GA resolved that company to BCS
- VXX Barclays Bank
In “Three reasons to stick with stocks despite rising yields, according to Barclays,” Barclays Bank (VXX) is linked, with no stored direction, medium confidence. Reason on file: GA selected VXX as a RELATED security because its canonical security name directly matches this event's themes: barclays, bank. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ATMP Barclays Bank
Barclays Bank (ATMP) is linked, with no stored direction, medium confidence in the 24 Sep 2026 story “Three reasons to stick with stocks despite rising yields, according to Barclays.” Reason on file: GA selected ATMP as a RELATED security because its canonical security name directly matches this event's themes: barclays, bank. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- DJP Barclays Bank
For “Three reasons to stick with stocks despite rising yields, according to Barclays,” Barclays Bank (DJP) is linked, with no stored direction, medium confidence. Reason on file: GA selected DJP as a RELATED security because its canonical security name directly matches this event's themes: barclays, bank. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- PDLB Ponce Financial Group
Ponce Financial Group (PDLB) is linked, with no stored direction, medium confidence in the 24 Sep 2026 story “Three reasons to stick with stocks despite rising yields, according to Barclays.” Reason on file: GA selected PDLB as a RELATED security because its canonical security name directly matches this event's themes: financial, stocks. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- VXZ Barclays Bank
For “Three reasons to stick with stocks despite rising yields, according to Barclays,” Barclays Bank (VXZ) is linked, with no stored direction, medium confidence. Reason on file: GA selected VXZ as a RELATED security because its canonical security name directly matches this event's themes: barclays, bank. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ALLY Ally Financial
In “Three reasons to stick with stocks despite rising yields, according to Barclays,” Ally Financial (ALLY) is linked, with no stored direction, medium confidence. Reason on file: GA selected ALLY as a RELATED security because its canonical security name directly matches this event's themes: financial. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Barclays (BCS)
On 24 Sep 2026, “Three reasons to stick with stocks despite rising yields, according to Barclays” is the story that connects Barclays (BCS) to this story.
What ties Barclays (BCS) to the headline is this: The reported development directly names BARCLAYS PLC in the headline; GA resolved that company to BCS
A second company, Barclays Bank (VXX), is listed for a different reason: GA selected VXX as a RELATED security because its canonical security name directly matches this event's themes: barclays, bank. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
The price range for Barclays (BCS), and the dates in the story
ATMP traded between 33.89 and 37.44 across 20 sessions. The latest close on file is 35.25. BCS traded between 22.07 and 25.41 across 20 sessions. The latest close on file is 22.17. VXX traded between 16.55 and 19.26 across 20 sessions. The latest close on file is 17.77.
How strong the case is around Barclays (BCS)
46 out of 100
“Three reasons to stick with stocks despite rising yields, according to Barclays” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.