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Jeff Meli Michael Gapen

Episode 18

Jeff Meli in conversation with Michael Gapen

Planes, politics & viruses: Emerging risks to US growth?

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When a host of potentially significant global macroeconomic risks resolved at the end of 2019, financial markets responded favourably. However, a new set of macroeconomic stresses has simultaneously emerged at the start of 2020 and collectively may pose a threat to US and global growth.

In episode 18 of The Flip Side podcast, Jeff Meli, Head of Research, and Michael Gapen, Head of US Economics Research, debate the degree to which these new risks – the issues at Boeing with the 737 Max, the rise of the Novel Coronavirus, and the inherent uncertainty of the US presidential nomination process – may affect the US growth outlook and business confidence.

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About the analysts

Jeff Meli is Head of Research within the Investment Bank at Barclays. Jeff joined Barclays in 2005 as Head of US Credit Strategy Research. He later became Head of Credit Research. He was most recently Co-Head of FICC Research and Co-Head of Research before being named Head of Research globally. Previously, he worked at Deutsche Bank and JP Morgan, with a focus on structured credit. Jeff has a PhD in Finance from the University of Chicago and an AB in Mathematics from Princeton.

Michael Gapen is Head of US Economics Research at Barclays. Based in New York, he is responsible for the firm's outlook for the US economy, in particular, US monetary policy and the effect of financial markets on the economy. Prior to taking on this role, Michael was a Senior US Economist and, following his appointment as Asset Allocation Strategist in January 2012, he took on additional responsibility for forming the firm's asset allocation views. Michael holds a PhD in Economics from Indiana University.

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