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Does market volatility risk a US hard landing?

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Manage episode 434121909 series 2406155
Content provided by Barclays Investment Bank. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Barclays Investment Bank or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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 carry trade and swirling questions about the Magnificent 7 tech companies’ pace of AI adoption.

In episode 64 of The Flip Side, Global Head of Research Jeff Meli and Global Chairman of Research Ajay Rajadhyaksha discuss recent financial market dynamics and debate the re-emergence of a hard landing for the US economy.

  continue reading

71 episodes

Artwork
iconShare
 
Manage episode 434121909 series 2406155
Content provided by Barclays Investment Bank. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Barclays Investment Bank or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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 carry trade and swirling questions about the Magnificent 7 tech companies’ pace of AI adoption.

In episode 64 of The Flip Side, Global Head of Research Jeff Meli and Global Chairman of Research Ajay Rajadhyaksha discuss recent financial market dynamics and debate the re-emergence of a hard landing for the US economy.

  continue reading

71 episodes

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