The slide argues for the strategic timing of expanding financial operations in the UK, emphasizing national economic resilience, strong regulatory frameworks, and London’s role as a global financial hub, supporting a strategic business decision for market expansion.

The slide outlines the performance of different UK regions in attracting FDI, noting the strength of Scotland and Bristol, the cautious investor sentiment, emerging growth opportunities, and the shifting investor focus towards sustainability and health and wellbeing.

The slide presents the attractiveness of the UK and Europe for investors, with detailed statistics and trends from surveys.

This slide reviews the performance of UK banks vs. international peers from 2010–2023. While UK banks rebounded post-2021, they still trail in overall shareholder returns. Strong recent returns have been driven by rising interest rates, but momentum may be weakening.

The slide compares the coverage ratios and gross loans of UK and US cards for Dec 2022 and Jun 2023. It includes line charts to show the arrears rates over several quarters, providing insight into the financial health of these assets.

This slide highlights the top cities in the UK, excluding London, that attracted investment projects in 2020 and 2021, showing the comparative data.

The slide outlines improved GDP growth forecasts for the UK over the 2023–2025 period, along with persistent inflation pressures. It shows the Bank of England’s policy rate hike to manage inflation, while core inflation trends remain elevated, suggesting monetary tightening is expected to continue.

This slide analyzes the UK economic outlook for 2024, highlighting constraints on growth due to household income, housing activity, and capital expenditures despite easing inflation. It provides insights into GDP, employment, and inflation trends.

The slide presents the economic benefits of the Tempest programme, emphasizing the development of critical skills and investment in R&D within the UK. It serves as a detailed informational piece to stakeholders about the programme's broader impacts on the economy.

This slide examines the UK housing market by analyzing mortgage rates, house prices, and market trends, useful for real estate market analysis and financial planning.

A deep dive into the UK market shows a strong preference for turnkey solutions and higher-value homes. Government support and housing shortages have driven growth. Timber-frame construction and higher price segments dominate.

This slide provides insights into the UK labor market, focusing on unemployment, wage growth, and labor force participation rates, essential for labor market analysis.

Highlights the top-performing regions in the UK on the Women in Work Index, such as Scotland and Northern Ireland, discussing their progress in female labor force participation and gender pay gap reduction since 2000.

This slide focuses on the UK’s gender pay gap, showing a reduction from 18.2% in 2011 to 13.3% in 2023. Despite progress, the UK still lags behind the OECD average. The projection estimates it would take 33 more years to reach parity if trends persist.

This slide provides an overview of the distribution of UK projects by activity over the past decade, highlighting changes in business focus and investment.

This slide presents data on the distribution of UK investment projects across various regions and devolved administrations, showing year-on-year changes.

Assesses the performance of different UK regions on the Women in Work Index, highlighting the top-performing regions like Scotland, the South West, and Wales, and discussing the factors contributing to their scores.

The slide highlights the UK's continued leadership in attracting new FDI projects across Europe for the third successive year, emphasizing the economic benefits and job creation resulting from these investments.

This slide presents forecasts for UK's GDP growth and inflation rates, alongside historical Bank of England interest rates, useful for financial analysis.

The slide provides an economic forecast for the UK, projecting subdued GDP growth, persistent inflation, and softening employment trends. It discusses the effects of fiscal and monetary policies, as well as ongoing strikes and public holidays on economic activity.

Great Britain’s economic sentiment is at 22%, showing considerable variability since 2013. The chart indicates a recent dip, reinforcing a low economic outlook.

Discusses the impact of Brexit and COVID-19 on the UK IPO market, including sector performance, major IPOs, and future market expectations for the latter half of 2020.

The slide summarizes the UK IPO market within the EMEIA region for 2019, noting the number of IPOs, proceeds, sector activity, performance metrics, and the outlook for 2020.

Provides insights into the UK IPO market in 2018, including market highlights, performance data, and activity details. Useful for market analysis and strategic planning in the financial sector.

This slide dissects the recent rise in UK inflation by differentiating between traditional core inflation and core inflation excluding sectors impacted by COVID-19. It can be used to discuss the nuances of inflation measurement and the pandemic's specific effects on economic indicators.

It discusses the UK’s improvement in the ranking on the Women in Work Index, highlighting the UK's performance compared to other G7 countries and factors influencing its ranking.

The slide highlights the UK's record fintech investment of $24.5B in H1 2021. VC activity and deal volume hit new highs due to large deals, especially the $14.8B Refinitiv transaction. Commentary includes insights on subsectors like insurtech and BNPL.

Analyzes the UK's performance on the Women in Work Index, showing improvements over time and comparing it with the OECD average. Highlights key factors affecting progress, such as the gender pay gap and female labor force participation rates.

Analyzes NPL ratios and provisions of major UK banks, highlighting risk management strategies and trends.

Shows the extent of business ties companies have with the UK, such as exports, imports, and branch offices.

The slide analyzes the FTSE All-Share earnings performance and growth, providing insights into the financial performance and trends within the UK market.

The slide ranks the most pressing issues in Britain as of January 2025, with economy, NHS, and immigration topping the list. It includes change indicators from November and position shifts.

The slide provides an analysis of the UK FTSE All-Share forward P/E ratio and its relative valuation compared to the US, aiding in investment decisions.

Demonstrates the differential inflation trends for goods and services in the UK, suggesting globalization's influence on price levels. This may inform investment strategies and economic policies.

This slide examines the potential contraction in UK public services spending due to government tax cuts. It discusses the impacts on businesses and household finances.

UK venture financing shows a notable Q3 slowdown after previous mega-deals, especially among early-stage B2B SaaS firms. The commentary highlights LP hesitancy and longer fundraising cycles amid uncertain revenue predictability.

This slide outlines several cooperative agreements between the UK and EU across sectors like fishing, farming, carbon trading, and defense. It emphasizes reduced red tape, reciprocal access, and restoration of quotas to pre-Brexit norms.

The slide outlines the UK's trade relationships with major countries, emphasizing a new trade deal with India. Though India remains a small trade partner compared to the EU and US, the deal is expected to add £15.7bn in UK exports and £9.7bn in imports. The chart helps position India's role within the UK's overall trade strategy.

The slide explains the impact of the UK-US Economic Prosperity Deal on UK exports. It shows that less than 25% of UK goods exports are covered under reduced tariffs, with over 60% still facing a 10% tariff. The deal primarily benefits motor vehicle exporters and reduces tariffs from over 25% to 10%, supporting UK manufacturers heavily reliant on US markets.

This slide quantifies the impact of the UK-US trade agreement, showing a net loss of £6.6bn in UK exports to the US even after accounting for gains from the new deal. It also emphasizes that UK goods exports to the US make up only 6.8% of total exports, highlighting limited trade dependency.

This slide shows regional public opinion on ensuring equitable access to funding, technology, and other resources to help countries comply with UN plastic pollution treaty rules. Africa and Latin America show the strongest support.

Provides an overview of the UN Sustainable Development Goals, highlighting their scope and the global consensus on values aimed at achieving a sustainable future for all.

Provides examples of companies in various industries that have created significant impact through the adoption and implementation of mobility technologies.

Focuses on U.S. state-level AI laws. Colorado mandates discrimination risk controls in AI applications; California proposes safety testing and oversight for frontier models.

This slide delves deeper into US CRE loan risks, particularly the €16bn under stress testing, of which €7bn are office-related. It tracks €615m of CLPs linked to €12bn of restructured or defaulted office loans. A chart shows rising CLPs per quarter, emphasizing risk from refinancing and lower collateral values.

Focuses on €15bn in US CRE stress-tested loans with detailed breakdown by type and geography. Discusses risk management, CLPs of €683m from modified/restructured loans, and emphasizes risks from low debt service coverage and portfolio maturities.

Focuses on €17bn US CRE exposure under stress testing, dominated by office loans (44%). Regional breakdown of office loans and trend of cumulative loan loss provisions (CLPs) from Q3 2022–Q1 2024 are shown. Emphasis is placed on refinancing risk, Class A property exposure, and modification efforts.

Focuses on US CRE stress exposure (€15bn), especially US office loans (€7bn) with significant risk in cities like NYC and LA. Emphasizes loan modifications and €763m CLPs driven by refinancing risk and office default trends.

Deep dive into €15bn US CRE stress-tested loans, focusing on offices, especially in major US cities. Highlights a 5.6% CLP impact over time and shows historical quarterly CLPs. Risk is mainly from refinancing and low coverage ratios; risk mitigation strategies are actively pursued.

Continuation of CRE risk analysis, focusing on €15bn US portfolio. Emphasizes refinancing risk and mitigation through portfolio sales and modifications. Shows CLP evolution over time, peaking in Q1/Q2 2024. Notably, New York leads in exposure with high concentration in office properties.

Analyzes trends in credit card delinquencies and reserve strategies in the US, offering insights into risk management and market conditions.

The slide shows consistent US Consumer Bank performance with RoTE at 11.2% for Q4 2024. Income, costs, receivables, and funding sources are compared across quarters. Managed ENR remained steady, and core deposits dominated funding.

The slide reviews US Consumer Bank metrics like RoTE, net receivables, net interest margin, cost-income ratio, loan loss rate, and RWA. 2026 targets aim for margin >12%, lower cost ratios, and manageable loan loss rates. Consistent growth in net receivables and RWA is shown.

Analyzes performance of US Consumer Bank with a low RoTE of 4.5%. Contains income and cost breakdowns, net receivables trend, and funding mix. Retail deposits up 24% YoY. Includes post-model adjustment commentary.

The slide illustrates the superior performance of US equities compared to other markets, showing both annualized and cumulative returns to emphasize the compounding impact of higher returns.

This slide analyzes US GDP growth contributions and PMI trends, providing a comprehensive view of the country's economic performance and business activity.

This slide discusses the growth in the US IPO market, highlighting increased listings, proceeds, and improved after-market performance. It also covers cross-border deals and their contribution to the market.

The slide highlights a significant decline in US IPOs from a record-breaking 2021, with detailed data on IPO performance, cross-border listings, and share price performance since IPO.

Provides detailed information on the US IPO market in 2021, including sector performance, market outlook, and cross-border IPO activity.

Reviews the US IPO market's performance in 2020, focusing on trends and insights from the health care and technology sectors, along with cross-border IPO activities.

The slide analyzes the US IPO market in 2020, highlighting the dominance of healthcare and technology sectors, the rise of SPACs, and overall market performance despite the pandemic.

The slide reviews US IPO market trends, comparing S&P 500 and VIX Index performance with monthly IPO numbers and average first-day returns, suggesting strong future prospects.

The slide details the performance of US IPOs, including pricing, performance, and the number of IPOs by country of origin.

This slide analyzes the correlation between S&P 500 and US 10-year Treasury bonds, highlighting the potential diversification benefits. It includes return scenarios for different yield changes.

The slide provides insight into the normalization of U.S. venture investments and activities of nontraditional investors, illustrating the changing landscape of venture capital. It's used for examining investment patterns and forecasting future investment climates, particularly useful for financial analysts and investors.

Shows that North American light vehicle production returned to early 2000s levels by 2016, with Mexico seeing positive growth while US and Canada showed stagnation or decline.

This slide provides an overview of Barclays US Consumer Bank's current status in the US card market, detailing years of expertise, market position, and customer base. It emphasizes their core strengths like deep partnership card expertise and strong risk management.

The slide details the market dominance of US companies in the Global Top 100, showing significant growth in market capitalization over the past decade.

The slide analyzes US consumer behavior under inflationary pressures, showing reduced price sensitivity and trading down trends since early 2023. It suggests that consumers are still cautious about prices despite slight easing of headline inflation.

This slide examines US consumer confidence and household debt, illustrating trends over time with data on mortgage, student loan, auto, and credit card debt, offering insights into the economic behavior of US consumers.

The slide analyzes the performance of the US dollar and its relationship with interest rate differentials, relevant for currency and investment strategies.

Predicts cooler US economic dynamics in 2024, including slower GDP growth, a rise in unemployment, and cooling inflation.

Illustrates weakening US consumer financial resilience due to falling wage growth, job slowdown, rising household debt, and declining savings. Suggests implications for corporate strategy in pricing, marketing, and customer retention.

The slide analyzes labor distribution changes over time in the US economy, focusing on manufacturing, agriculture, and other sectors. Useful for discussing shifts in industrial labor demands.

Economic optimism in the US has risen by 9 percentage points to 38%, indicating a notable improvement in public sentiment. The chart shows historical trends and fluctuations in perception.

This slide outlines US market trends showing an improving trajectory post-2022, despite downturns in tourism and retail traffic. It highlights supportive factors such as potential interest rate cuts, tax changes, and consumer behavior shifts.

The slide presents long-term survey data on how US citizens perceive their national economy. Sentiment peaked between 2015–2019, declined in 2020, and recovered slightly to 37% by May 2023. It notes a 7 percentage point rise from the prior month.

Majority of executives are reacting to the US election by monitoring and planning responses to tariffs, regulations, and geopolitical conflict. Highlights increased concern over supply chain risks and regional instability.

This slide presents a comparison of price-to-forward earnings ratios, indicating that US equities are highly valued, second only to Indian equities.

This slide compares the total return of US equities to US intermediate treasuries, indicating the significant outperformance of equities over the long term.

Recommends staying invested in US equities with a 60% probability of reaching 4950-5050 by end of 2024, discussing various return scenarios and factors influencing S&P 500 performance.

This slide demonstrates the relative performance of US equities compared to non-US developed equities, emphasizing US equities' historical outperformance.

This slide shows the performance comparison between US equities and US treasury bills, emphasizing the strong outperformance of equities.

Evaluates the key factors that investors consider critical for the US equity market, including interest rate policies and geopolitical risks, and how these perceptions influence market optimism.

This slide categorizes UK manufacturing sectors based on their exposure to the US market, using a matrix of direct and indirect reliance. Sectors such as chemical goods and transport equipment fall in the “Broad US Exposure” quadrant. It aids in identifying vulnerable sectors for targeted negotiations in future trade talks.

This slide provides an overview of the US federal deficit and debt trends, highlighting forecasted changes. It is useful for analyzing fiscal policy and economic health.

The US fintech sector surpassed $25B in VC investment in H1 2021, led by major raises (Robinhood, Stripe, Better) and significant exit activity (Coinbase, SoFi). The chart reveals strong Q1 and Q2 2021 deal values, signaling continued momentum and investor confidence.

The slide outlines the US government’s $1.9B funding plan for QC, with most of the allocation (57.6%) going to quantum computing, followed by quantum sensing and communications. It contrasts this with other nations' investments for contextual benchmarking.

This slide positions the US as the key growth driver for the luxury sector between 2025–2027, aided by macroeconomic stability, lower inflation, and growing UHNW populations. Other regions are expected to show mixed or limited recovery due to consumer confidence and geopolitical risks.

This slide provides an in-depth look at US inflation, breaking down headline inflation by components and comparing goods and services inflation trends over nearly four decades, highlighting key inflation drivers and trends.

This slide explores the sensitivity of US interest rates, presenting data on mortgage refinancing applications, 30-year mortgage rates, and personal interest payments relative to disposable income, highlighting interest rate impacts on consumers.

This slide analyzes the US labor market, showing trends in unemployment, wage growth, and job quit rates, providing a comprehensive view of labor dynamics and wage trends over several decades.

Survey on whether the US is still seen as a reliable democratic leader. 58% globally agree, with 64% in the US and only 47% in Canada. Indicates skepticism about US leadership among some allies and globally.

This slide compares US auto inventory levels across manufacturers (domestic, Japanese, Korean, European) and tracks average transaction prices over time. It notes a 27.5% increase in prices since 2019 and shows varying inventory recovery patterns by region and brand.

Details Barclays' position in the US cards market with 20+ years of expertise, 20 million accounts, and $32bn in assets. Highlights leadership in partner cards and outlines significant growth potential, especially in retail.

The slide forecasts the US as the primary growth driver for luxury between 2025–2027, citing lower inflation, political stability, and increased wealth, while noting regional barriers.

The slide details the performance of various industries in the US, focusing on output, backlogs of work, and industry performance.

This slide analyzes US presidential election polling data, showing trends in voter support for Trump and Biden from January 2023 to April 2024, along with a bar chart illustrating the average polling error at various points before the election.

The slide presents survey results of investors' beliefs about the timing of the next US recession, with the majority expecting it within the year.

This slide details how different US states are exposed to import tariffs, with West Coast and Midwestern states being the most vulnerable. It attributes this to high China import volumes and auto industry dependence, visualized through a heat map and stacked bar chart.