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This podcast series features a lively debate between two of Barclays’ Research analysts taking opposing viewpoints on timely topics of importance to economies and businesses around the globe...
Gasoline prices in the United States have risen to over $4 per gallon since the Iran war began in February. When combined with higher car pr...
Since 2022, AI capital investment has skyrocketed. But can AI capex reach $1 trillion by 2028, as our Equity Research analysts forecast? Lab...
Private credit has been a powerful growth engine for alternative asset managers, with business development corporations (BDCs) playing a cen...
After more than a decade of US equity dominance, international markets made a rare comeback in 2025. Europe, Japan, Emerging Markets and the...
The US consumer showed notable resilience over the holiday period, with retail sales and e-commerce activity remaining robust. Yet, beneath...
The UK’s fiscal policy faced a pivotal moment as Chancellor Rachel Reeves delivered her second Autumn Budget, confronting market and politic...
Japan’s economic policy stands at a crossroads as Prime Minister Sanae Takaichi takes office, with the legacy of Abenomics challenged by shi...
Artificial intelligence has become the defining investment theme of the current market cycle, with capital expenditure on AI infrastructure...
In June, US banking regulators, led by the Federal Reserve, proposed changes to the supplementary leverage ratio (SLR), a regulatory measure...
Despite widespread expectations of weakening demand for oil, market fundamentals are showing signs of tightening. A slowdown in US shale pro...
Commercial & Industrial loans from banks are on the decline, and lending to Main Street and consumers from non-bank financial institutions (...
US Treasury bonds are widely regarded as the “world’s risk-free asset.” However, in recent weeks, global investors have increasingly shied a...
Following the 2024 US election, predictions of a dollar rally were easy to come by, based on the presumption that President Trump would impl...
The course of the US economy has changed since the beginning of April, when tariffs were introduced – and subsequently paused. This, combine...
AI has been a major focal point for investors as tech companies compete for an edge in the race to deliver on its promises. The hyperscalers...
Europe is the top performing region year to date in equity markets. Can this outperformance be sustained given the Stoxx 600 has underperfor...
Inflation has been a critical focus for investors in recent years. US headline PCE and CPI peaked at 7.2% and 9.1% in mid-2022, but with lev...
US President-elect Donald Trump has indicated his incoming administration will make major policy changes on everything from tariffs to taxes...
Interest rate cuts, reduced down-payment requirements for mortgages and media reports of the re-capitalisation of banks – are just a handful...
Recent volatility in global financial markets has left analysts and investors speculating whether it is being driven by technical factors or...
Corporate bond and loan markets have traditionally been rigid when compared to equity markets, characterised by low liquidity, low trading v...
US carbon emissions are down c.20% from their peak over the past 20 years, thanks primarily to efficiency gains, such as increased miles per...
Inflation in the US peaked at around 9% in 2022, and by January 2024, CPI inflation had fallen to 3.1%. This dramatic reduction was achieved...
In episode 60 of The Flip Side, Hiral Patel, Head of Sustainable & Thematic Research, talks to Christian Keller, Head of Economics Research,...
Warnings that rising US national debt levels are reaching a crisis point have waxed and waned for decades. In Flip Side podcast, our analyst...
Stock prices across the developed world are generally higher this year, after falling sharply in 2022. Inflation and the pace of interest ra...
US housing has been a hot topic since the onset of COVID, with a surge in both home buying and prices. But the housing market may be set for...
Electric vehicles are touted as a way to help reduce CO2 emissions, but can power grids cope with the corresponding electricity demand? List...
In episode 55 of The Flip Side, Global Head of Research Jeff Meli and Chief US Economist Marc Giannoni discuss the warning signs for a poten...
The recent banking turmoil has exposed a longer-term challenge for the sector: the very nature of systemic risk is changing as runs on depos...
At Barclays’ inaugural ESG Conference in New York City, Global Head of Research Jeff Meli and Senior Energy Research Analyst Lydia Rainforth...
Is the US economy on-track for inflation to fall back in line with the Federal Reserve’s 2% target by the end of 2023? Our research analysts...
Many forecasters, including our own economists, are expecting a US recession in 2023, driven by the rapid and ongoing hiking cycle initiated...
Barclays Research is forecasting recessions in the US, the UK and Europe, driven in part by high energy prices. Will pressure from high ener...
After the new UK government’s ‘mini-budget’ was announced, select UK markets slumped. In episode 49 of The Flip Side, Barclays Research anal...
ESG investors face rising challenges to implement effective strategies due to increasing complexity and a lack of uniform standards. Our Res...
Global economies are facing volatility and uncertainty after nearly 30 years of relative stability. Our analysts debate whether it's the end...
Consumer spending has been a bright spot amidst a range of shocks to the economy, but will they continue to spend? Our analysts debate.
Given the rapid growth of the private credit market, Research analysts Jeff Meli and Brad Rogoff debate the tradeoffs issuers and investors...
Government, social and corporate forces are converging to redefine corporate purpose. Listen to Global Head of Research Jeff Meli and Profes...
The Russia-Ukraine conflict has far-reaching implications for markets and economies. Our Research analysts debate whether a global recession...
January was a volatile month for US equities. In this episode, our Research analysts debate whether this trend will persist in the weeks and...
The US Federal Reserve recently turned hawkish on inflation. Our Research analysts debate whether economic conditions justify the shift.
Oral anti-viral COVID-19 treatments have performed well in clinical trials, and approval for use is expected soon. What does this mean for t...
Economists view a carbon tax as an effective solution to lower emissions, yet the United States has not implemented one. Has the time come?...
The US Congress is negotiating a multi-trillion dollar spending bill to invest huge sums in human infrastructure. But will doing so deliver...
Regulatory changes in China are affecting industries and global markets. Research analysts Ajay Rajadhyaksha and Avanti Save debate the poli...
Barclays Research analysts Jeff Meli and Brad Rogoff debate whether near record high corporate bond valuations have come unmoored from marke...
Research analysts Jeff Meli and Ajay Rajadhyaksha debate whether the recent spike in US inflation data is a temporary blip or poses a sustai...
Research analysts Jeff Meli and Jonathan Millar debate the necessity and merits of the US administration’s proposed $2.3 trillion infrastruc...