Barclays (BARC LN) affirms 2026 RoTE >12% and 2028 RoTE >14%; Q1 RoTE of 13% was achieved despite 170bps drag from motor finance and a single name item

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Ford (F) says its FY26 guidance of USD 8.50–10.50bln sees an expected ~USD 2bln per year commodities headwind

The US has added an annex to its proposal to end the war and renew freedom of navigation in the Strait of Hormuz, requiring Iran to clarify where the stockpile of enriched uranium is located and how it will be transferred, via Hayom citing sources

Barclays (BARC LN) affirms 2026 RoTE >12% and 2028 RoTE >14%; Q1 RoTE of 13% was achieved despite 170bps drag from motor finance and a single name item

US Foods (USFD) says Inflation remains modest; Q1 inflation plus mix was only ~1.5%, below the industry “sweet spot” of 2–3%

Newsquawk Daily US Equity Opening News: MRVL surge continues; PANW turns lower despite beat-and-raise

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  • Mgmt. says underlying momentum is "very, very, strong" and the strategy is intended to support returns beyond 2028.

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