The Flip Side

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.

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.

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.

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.

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.

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.

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.

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 Federal Reserve as it attempts to get a grip on persistently high inflation.

As the US economy slows, with housing sales down 30-35% from their peak and increasing reports of layoffs, some are questioning whether the record-setting pace of hikes is a policy mistake that will make a recession inevitable.

In episode 51 of The Flip Side, Global Head of Research Jeff Meli and Global Chairman of Research Ajay Rajadhyaksha debate what’s ahead for the US economy into next year.

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 continue to weigh on economic activity or will it ebb as growth slows?

After the new UK government’s ‘mini-budget’ was announced, select UK markets slumped. In episode 49 of The Flip Side, Barclays Research analysts debate whether new fiscal policies or other market forces were the trigger.