The Flip Side
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The Flip Side
A weekly podcast that shares BOTH SIDES of complicated current event issues.
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83 bölümAre 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 production an...
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 (NBFIs) is...
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 away from 3...
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 implement his...
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, combined with red...
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 – t...
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 underperformed compar...
Does inflation still matter?
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 levels coming...
Will Trumponomics be incremental or transformational?
US President-elect Donald Trump has indicated his incoming administration will make major policy changes on everything from tariffs to taxes, all the...
Is China’s economic stimulus a game-changer or window dressing?
Interest rate cuts, reduced down-payment requirements for mortgages and media reports of the re-capitalisation of banks – are just a handful of the po...
Does market volatility risk a US hard landing?
Recent volatility in global financial markets has left analysts and investors speculating whether it is being driven by technical factors or more fund...
Will investors benefit from the 'equitification' of credit markets?
Corporate bond and loan markets have traditionally been rigid when compared to equity markets, characterised by low liquidity, low trading volumes and...
Can consumers curb their carbon addiction?
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 gallon fo...
Can the Fed take credit for declining inflation?
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 without t...
Can AI solve the modern productivity puzzle?
In episode 60 of The Flip Side, Hiral Patel, Head of Sustainable & Thematic Research, talks to Christian Keller, Head of Economics Research, about the...
Is US debt reaching crisis levels?
Warnings that rising US national debt levels are reaching a crisis point have waxed and waned for decades. In Flip Side podcast, our analysts discuss...
Are equity markets out of sync with the economy?
Stock prices across the developed world are generally higher this year, after falling sharply in 2022. Inflation and the pace of interest rate hikes h...
Are US house prices set to fall?
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 a major c...
Will Electric Vehicles Break the Electric Grid?
Electric vehicles are touted as a way to help reduce CO2 emissions, but can power grids cope with the corresponding electricity demand? Listen to Barc...
Can the US economy outrun a recession?
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 potential US re...
Is the bank crisis over or is more fallout ahead?
The recent banking turmoil has exposed a longer-term challenge for the sector: the very nature of systemic risk is changing as runs on deposits become...
What Are the Trade-Offs of Transition? (Live from ESG Conference in NYC)
At Barclays’ inaugural ESG Conference in New York City, Global Head of Research Jeff Meli and Senior Energy Research Analyst Lydia Rainforth recorded...
Will inflation stall at a high level or decline much further?
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 share the...
Will the Fed crash the US into recession in 2023?
Many forecasters, including our own economists, are expecting a US recession in 2023, driven by the rapid and ongoing hiking cycle initiated by the US...
Will high energy prices fan the flames of recession?
Barclays Research is forecasting recessions in the US, the UK and Europe, driven in part by high energy prices. Will pressure from high energy costs c...
What’s behind the recent UK market turmoil?
After the new UK government’s ‘mini-budget’ was announced, select UK markets slumped. In episode 49 of The Flip Side, Barclays Research analysts debat...
Is this a make-or-break moment for ESG investing?
ESG investors face rising challenges to implement effective strategies due to increasing complexity and a lack of uniform standards. Our Research anal...
Is a new era of instability ahead?
Global economies are facing volatility and uncertainty after nearly 30 years of relative stability. Our analysts debate whether it's the end of an eco...
Are consumers pulling back?
Consumer spending has been a bright spot amidst a range of shocks to the economy, but will they continue to spend? Our analysts debate.
As the private credit market grows will the risks increase?
Given the rapid growth of the private credit market, Research analysts Jeff Meli and Brad Rogoff debate the tradeoffs issuers and investors may face a...
Should corporate purpose shift from shareholder to stakeholder?
Government, social and corporate forces are converging to redefine corporate purpose. Listen to Global Head of Research Jeff Meli and Professor James...
Will the Russia-Ukraine conflict trigger a global recession?
The Russia-Ukraine conflict has far-reaching implications for markets and economies. Our Research analysts debate whether a global recession is among...
Is more or less volatility ahead for US equity markets?
January was a volatile month for US equities. In this episode, our Research analysts debate whether this trend will persist in the weeks and months ah...
Has the Fed fallen behind the curve on inflation?
The US Federal Reserve recently turned hawkish on inflation. Our Research analysts debate whether economic conditions justify the shift.
Will COVID-19 pills be a game changer for the economy?
Oral anti-viral COVID-19 treatments have performed well in clinical trials, and approval for use is expected soon. What does this mean for the global...
Is the US ready for a carbon tax?
Economists view a carbon tax as an effective solution to lower emissions, yet the United States has not implemented one. Has the time come? Jeff Meli...
Will US investment in human infrastructure drive economic growth?
The US Congress is negotiating a multi-trillion dollar spending bill to invest huge sums in human infrastructure. But will doing so deliver economic r...
China's regulatory reforms: Warranted, or a step too far?
Regulatory changes in China are affecting industries and global markets. Research analysts Ajay Rajadhyaksha and Avanti Save debate the policies’ meri...
Are corporate bond valuations disconnected from fundamentals?
Barclays Research analysts Jeff Meli and Brad Rogoff debate whether near record high corporate bond valuations have come unmoored from market fundamen...
Is rising inflation here to stay?
Research analysts Jeff Meli and Ajay Rajadhyaksha debate whether the recent spike in US inflation data is a temporary blip or poses a sustained threat...