Are post-crisis US bank regulations holding markets back?
Post-crisis bank regulations were designed to create a safer financial system. Nearly two decades later, US regulators are revisiting the im...
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Business
The Flip Side
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...
Episodes
20 of 87 episodes
If the Fed goes quiet, do markets make more noise?
For over three decades, the US Federal Reserve has moved towards greater transparency, introducing new ways of communicating its outlook to...
Welcome to The Flip Side podcast
There are two sides to every story, including in markets. On The Flip Side podcast, two Barclays Research analysts offer perspectives from d...
Physical AI: Wealth creation or economic displacement?
Artificial intelligence is moving off the screen and into the real economy. For investors, that shifts the focus from software productivity...
Do high gas prices change how Americans buy cars?
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...
$1 trillion AI capex by 2028: Justified or inflated?
Since 2022, AI capital investment has skyrocketed. But can AI capex reach $1 trillion by 2028, as our Equity Research analysts forecast? Lab...
Should alternative asset managers be trading like software?
Private credit has been a powerful growth engine for alternative asset managers, with business development corporations (BDCs) playing a cen...
Is US equities exceptionalism finally cracking?
After more than a decade of US equity dominance, international markets made a rare comeback in 2025. Europe, Japan, Emerging Markets and the...
Will the US consumer hold up in 2026?
The US consumer showed notable resilience over the holiday period, with retail sales and e-commerce activity remaining robust. Yet, beneath...
UK Autumn Budget: Success or shortfall?
The UK’s fiscal policy faced a pivotal moment as Chancellor Rachel Reeves delivered her second Autumn Budget, confronting market and politic...
Is Japan doubling down on Abenomics, or redefining it?
Japan’s economic policy stands at a crossroads as Prime Minister Sanae Takaichi takes office, with the legacy of Abenomics challenged by shi...
Is the AI investment cycle a sign of history repeating?
Artificial intelligence has become the defining investment theme of the current market cycle, with capital expenditure on AI infrastructure...
US bank regulatory reform: Capital relief or systemic risk?
In June, US banking regulators, led by the Federal Reserve, proposed changes to the supplementary leverage ratio (SLR), a regulatory measure...
Are oil markets set to heat up or burn out?
Despite widespread expectations of weakening demand for oil, market fundamentals are showing signs of tightening. A slowdown in US shale pro...
Do the risks of NBFI lending outweigh the opportunities?
Commercial & Industrial loans from banks are on the decline, and lending to Main Street and consumers from non-bank financial institutions (...
Is the US bond market starting to rebel?
US Treasury bonds are widely regarded as the “world’s risk-free asset.” However, in recent weeks, global investors have increasingly shied a...
Is this the end of the dollar as we know it?
Following the 2024 US election, predictions of a dollar rally were easy to come by, based on the presumption that President Trump would impl...
Will tariffs trigger a recession?
The course of the US economy has changed since the beginning of April, when tariffs were introduced – and subsequently paused. This, combine...
Is there too much hype for AI and the hyperscalers?
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...
Will European equities outperform the US in 2025?
Europe is the top performing region year to date in equity markets. Can this outperformance be sustained given the Stoxx 600 has underperfor...