Barclays Bank predicts a rebound by the end of the year Barclays Bank expects the stock market to rise by the end of the year, citing clearer market structure, favorable seasonal factors, strong profitability, the restart of stock buyback programs, and the potential early end of quantitative tightening policies. Analyst Emmanuel Cau stated that after the October pullback, stock exposure has been reset to neutral, creating a healthier setup. The strong inflow of U.S. funds is expected to continue, while market sentiment in the EU and UK should also improve. Barclays Bank believes that the year-end performance chase trend may favor cyclical stocks, with the overall situation being "favorable for further gains." Interpretation: My consistent view is that the correlation between BTC and U.S. stocks, especially tech stocks, remains high. If U.S. stocks perform well, BTC likely won't do too badly either.