【巴克莱：欧洲股市滞胀风险正在累积】能源价格上涨叠加欧洲央行可能进一步收紧货币政策，欧洲股票再度承压，巴克莱策略师建议降低对燃气敏感行业的敞口。由埃马纽埃尔·考牵头的研究团队指出，股票与原油之间负相关性持续增强，这一点对欧洲尤为关键。冬季来临前天然气价格走高，进一步加剧通胀担忧。不过当前形势尚未重演2022年能源冲击，企业已完成适应性调整，德国经济增长环境也有所改善。策略师维持银行股超配，看好工业类股票。
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