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ExploreView thought-leading highlights by our market experts and analysts from across Barclays Corporate and Investment Bank.
Learn moreDive deeper into the topics and trends shaping economies and industries with timely analysis and insights.
Macro Shifts Innovation Edge Solving Sustainable ExploreGet updates on what’s driving the latest changes in business and markets through our regularly recurring series.
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Learn moreStock 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 Research, and Ajay Rajadhyaksha, Global Chairman of Research, take a deeper look at the data and discuss what is behind the apparent disconnect between equity markets and the economy.
Authorised clients can read our latest take on global macro thoughts in the ‘Data, not geopolitics’ and Q4 2023 Global Outlook: A manageable slowdown, both available on Barclays Live.
About the experts
Jeff Meli
Global Head of Research
Ajay Rajadhyaksha
Global Chairman of Research
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