Barclays said higher bond yields are making equities less attractive, with the extra return investors expect from stocks over bonds near multidecade lows. •    Bond competition: Rising yields increase the return available from bonds, narrowing the relative appeal of stocks. •    Earnings support: Barclays said resilient corporate earnings and AI-driven growth continue to support equities. •    Oil risk: Oil above $100 adds pressure to an already difficult market backdrop. •    Policy risk: Renewed central-bank tightening could further test stock valuations. •    Portfolio stance: Barclays remains overweight equities but expects volatility ahead of Q3 earnings 25-SEP-2026 08:22 AM ET