The Flip Side
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The Flip Side
There are two sides to every story, including in markets. On The Flip Side podcast, two Barclays Research analysts offer perspectives from different angles as they debate the economic and market themes that matter most to investors and business leaders. Each month this award-winning podcast will in...
Seneste episoder
12 episoder
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 markets. W...
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 different a...
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 to how lab...
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 prices, high...
$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? Labs are repo...
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 central role....
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 UK outper...
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 the surfac...
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 political pressur...
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 shifting mark...
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 reaching u...
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 used to e...