This week, Sophie Barrington talks to Francis Addai about resilient global stock markets despite tariff risks, the divergence between soft and hard economic data, and the Bank of England’s latest interest rate announcement.
To read insights from Barclays Investment Bank, visit www.ib.barclays/our-insights.html…le_site_pbpodcast
To find out about starting y ... Show More
Apr 17
#318 Is America’s golden era over?
Will Hobbs and Sophie Barrington tackle the latest flood of client questions, from the prospects for the US dollar, the timing of the next global recession, the likelihood of a US default and everything in between.
To read insights from Barclays Investment Bank, visit www.ib.barc ... Show More
25m 19s
Nov 2024
Talking Heads – Will US equities run much further, pause or stumble?
With the end of 2024 six weeks away and 2025 dawning with the promise of wide-ranging changes under a new US administration as well as further key interest rate cuts, what are the chances that US equities will continue to stand out? Andrew Craig, Co-head of the Investment Insight ... Show More
12m 20s
Sep 2024
Talking Heads - Emerging market debt: Further to go after a strong run
Emerging market debt has had a strong run since the start of 2024 with positive performance across the universe of sovereign issuers. Listen to this Talking Heads podcast with Alaa Bushehri, Head of Emerging Market Debt at BNP Paribas Asset Management, and Andrew Craig, Co-head o ... Show More
8m 47s
Mar 2025
Talking Heads – Time to unearth value stocks and diversify
Investment decisions have centred on growth for years, but the current setting of uncertainty, geopolitical turmoil and high volatility argues for a renewed focus on ‘value’. Carmine tells Chief Market Strategist Daniel Morris that in value investing, investors should take into a ... Show More
7m 51s
Jan 2025
Market declines, tech earnings season kicks off, investors focus on the Fed's upcoming rate decision.
Deepseek rattles the market to start off the week. Today on Morning Brief, anchors Brad Smith and Seana Smith tackle the biggest market stories and speak to top Wall Street experts ahead of the opening bell. Our hosts analyze some of the top trending tickers: Nvidia (NVDA), AT&T ... Show More
52m 45s
May 30
Why emerging markets could keep rallying
What’s driving the bounce in emerging market equities, and could we be witnessing the start of a sustained bullish run? Stratford Dennis, head of emerging market equities in Global Banking & Markets, discusses with Mike Washington on the Goldman Sachs trading floor. This episode ... Show More
9m 14s
Mar 2023
Recession Warnings from Retail and Canadian Banks Roundup
In this episode, we talk about the recent news that Nordstrom will be winding down its Canadian operations. We then look at some recent earnings including Live Nation, Intuit, Canadian Banks and several retail companies.
Symbols of stocks discussed: LYV, JWN, COST, WMT, TGT, HD, ... Show More
49m 43s