The Flip Side

Technology has been a catalyst of globalisation in many emerging market economies. But could those tech advances now threaten EM development & related investment strategies? Barclays Research analysts Marvin Barth and Andreas Kolbe debate. For more insights from our experts: https://barclays.com/ib

Trade tensions between the US & China continue to rise. Barclays Research analysts Jeff Meli and Ajay Rajadhyaksha debate what’s at stake on this episode of The Flip Side. For more insights from our experts: https://barclays.com/ib

Large technology companies like FAANG have amassed market share in the retail and media sectors. Is their dominance enhancing or stifling competition? Barclays Research analysts Jeff Meli and Jim Martin debate. For more insights from our experts: https://barclays.com/ib

Since 2000, fewer and fewer companies have come to control larger and larger shares of the market in a wide variety of industries. In fact, 75% of US industries have experienced a rise in concentration over that period. What does that mean for competition across the economy and in individual sectors, and is it detrimental or beneficial to the economy? For more insights from our experts: https://ba...

Has a decade of growth in the US corporate credit market ballooned to the point of bursting? Brad Rogoff and Shobhit Gupta debate what factors underlie the next potential credit market downturn.

At the end of 2017, US President Trump signed the Tax Cuts and Jobs Act into law. For corporations, this meant a significant reduction in the tax rate from 35% to 21%, which lawmakers claimed would boost business investment domestically, bring cash held overseas back to the US and create jobs. The question is, did the tax cut achieve all it set out to, and as a result stimulate the US economy? For...

In the fifth episode of The Flip Side podcast series, Marvin Barth, Barclays Head of FX and Emerging Markets Macro Research, sits down with Fabrice Montagné, Barclays Chief UK Economist, to debate how Brexit represents de-globalisation in Europe, assess where Brexit might lead and discuss what lessons the UK's exit from the EU might offer for other countries grappling with similar phenomenon. For...

The yield curve has been a relevant signal of past impending recessions. But is it still an adequate predictor today? Our Research analysts debate whether investors should continue to rely on this market indicator.

Some emerging market assets have plummeted in 2018. Are we headed toward a crisis that could undo ten years of economic expansion? Barclays Research analysts debate whether EM volatility could tip the developed world into recession. For more insights from our experts: https://barclays.com/ib

Ten years after the financial crisis, unemployment has reached record lows in many global economies, which means we should have seen wage growth increase by now. But that hasn’t been the case. So, what’s the holdup? And what does this mean for the short- and long-term future of the economy? In this episode of The Flip Side, Jeff Meli, Co-Head of Research, sits down with Ajay Rajadhyaksha, Head of...

Jeff Meli, Barclays Head of Research sits down with Marvin Barth, Head of FX and Emerging Markets Macro Research, to debate some of the factors contributing to, and possibly resulting from, the state of global trade conflict. For more insights from our experts: https://barclays.com/ib