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Barclays Brief

US Markets: A Bullish Perspective

07 Oct 2025

Description

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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