The Flip Side
The Flip Side
Podcast Description
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.
Podcast Insights
Content Themes
The podcast covers pressing economic issues such as US inflation trends, equity market performance comparisons between the US and Europe, and the impact of government policies on financial markets. For instance, episodes delve into the potential of European equities to outperform US markets, debates on inflation's relevance, and the implications of China's economic stimulus, among others.
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.
US Treasury bonds are widely regarded as the “world’s risk-free asset.” However, in recent weeks, global investors have increasingly shied away from 30-year US bonds, opting for flexible, shorter-term maturities, due to a combination of growing interest rate risk, sticky inflation and economic uncertainty.As a result, 30-year interest rates are within striking distance of their highest level since the global financial crisis. This demand for risk premium is not limited just to US long-dated bonds; UK gilts and Japanese 30-year bonds have also experienced new highs recently, suggesting the bond market could be starting to rebel.In episode 72 of the Flip Side podcast, our Global Head of Research Brad Rogoff joins Global Chairman of Research Ajay Rajadhyaksha to assess the situation and debate whether the high rates are transitory or here to stay.Clients of Barclays Investment Bank can read further analysis of these topics in the latest Global Rates Weekly titled ‘Unusual uncertainty’ on Barclays Live.
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