The Flip Side

Oct 10 2024 65 ep. 18 mins 573
The Flip Side Podcast artwork

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. By hearing arguments and insights on both sides, we hope you will come away with a greater understanding of the economic implications of sometimes polarizing issues. For more insights from our experts: https://www.ib.barclays

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Is China’s economic stimulus a game-changer or window dressing?

Oct 10 2024 10 mins  
Interest rate cuts, reduced down-payment requirements for mortgages and media reports of the re-capitalisation of banks – are just a handful of the policy changes the Chinese government announced in its recent stimulus package to get the $18trn economy moving.Chinese financial markets have initially reacted positively, with the Shanghai Composite Index and Hong Kong Stock exchang

Does market volatility risk a US hard landing?

Aug 14 2024 16 mins  
Recent volatility in global financial markets has left analysts and investors speculating whether it is being driven by technical factors or more fundamental shifts indicating a looming US recession.Inflation, rising US unemployment and heightened geopolitical tensions are considered major catalysts for the volatility. The unease in markets was exacerbated by the unwind of the yen

Will investors benefit from the 'equitification' of credit markets?

Jul 10 2024 14 mins  
Corporate bond and loan markets have traditionally been rigid when compared to equity markets, characterised by low liquidity, low trading volumes and higher transaction costs. In recent years, the explosion of credit ETFs and the growth of private credit markets has meant all that is changing, causing what our Research analysts call the ‘equitification’ of credit.In episode 63

Can consumers curb their carbon addiction?

Apr 24 2024 16 mins  
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 for cars, switching to LED lights and moving towards high-efficiency boilers.Further emission reductions will require more changes from consumers on a number of fronts, such as switching from fossil fuels to electricity for cars, h

Can the Fed take credit for declining inflation?

Mar 12 2024 20 mins  
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,

Can AI solve the modern productivity puzzle?

Feb 08 2024 19 mins  
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,

Is US debt reaching crisis levels?

Dec 14 2023 19 mins  
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.

Are equity markets out of sync with the economy?

Oct 17 2023 14 mins  
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 Rese

Are US house prices set to fall?

Sep 28 2023 17 mins  
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.

Will Electric Vehicles Break the Electric Grid?

Aug 02 2023 13 mins  
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.