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 triggering a widely expected recession. Does the Fed’s interest rate hiking cycle deserve credit for this correction, or were other market forces responsible for the generally positive economic outcome? In episode 61 of The Flip Side, Global Head of Research Jeff Meli debates that question with Chief US Economist Marc Giannoni, considering how factors such as market expectations, post-pandemic economic realities, shifts in labour force, and housin ..read more

In episode 60 of The Flip Side, Hiral Patel, Head of Sustainable & Thematic Research, talks to Christian Keller, Head of Economics Research, about the extent to which and pace at which AI could boost productivity levels globally. They explore the potential costs and benefits to businesses and societies, as well as the range of public policy changes related to education, taxation, antitrust and more that may be required if generative AI is to truly become a GPT ..read more

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 urgent questions about whether the current US government debt is sustainable ..read more

Stock prices across the developed world are generally higher this year, after falling sharply in 2022. Inflation and the pace of interest rate hikes have slowed. Yet equity markets have proven volatile in recent months, with big positive and negative swings that have not always correlated with the latest economic news. In episode 58 of The Flip Side, Jeff Meli, Global Head of Research, and Ajay Rajadhyaksha, Global Chairman of Research, take a deeper look at the data and discuss what is behind the apparent disconnect between equity markets and the economy ..read more

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 correction. Jeff Meli, Global Head of Research, and Ajay Rajadhyaksha, Global Chairman of Research, unpack what's next for the sector, and debate whether the US housing market is set for a major correction ..read more

Electric vehicles are touted as a way to help reduce CO2 emissions, but can power grids cope with the corresponding electricity demand? Listen to Barclays Research analysts debate the challenges ..read more

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 recession and whether it can be avoided or if a new cycle is already taking shape ..read more

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 easier. Depositors can access their money quickly and easily through advanced digital tools, and social media platforms allow for influence and opinion to spread broadly at pace. In episode 54 of The Flip Side, Global Head of Research Jeff Meli and Senior Credit Analyst covering financial institutions Peter Troisi look back at the root causes of the recent banking crisis and debate the implications and potential fallout yet to come ..read more

At Barclays’ inaugural ESG Conference in New York City, Global Head of Research Jeff Meli and Senior Energy Research Analyst Lydia Rainforth recorded Episode 53 of The Flip Side live, debating whether ESG investing is helping or hindering the energy transition ..read more

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 their views on inflation in the latest episode of The Flip Side ..read more