US Markets: A Bullish Perspective

In the debut episode of this new podcast series, Patrick Coffey interviews Ronnie Wexler, Global Head of Equities Distribution in the Markets division. Ronnie lays out a bullish case for markets, driven by a rare alignment of forces: AI innovation, strong nominal GDP, and pro-growth policy working in tandem. From tax incentives and deregulation to real-world AI adoption boosting productivity and earnings, Ronnie argues that the setup is unusually powerful. But risks remain — including geopolitics and consumer resilience — making this a must-listen for anyone navigating today’s market landscape.Listen to Episode 76 of the Flip Side.Published by Barclays Investment BankImportant content disclosuresImportant non-Research content disclosures

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This episode was published on October 7, 2025.

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