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Q3 2022 Global Outlook: The summer of discontent

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Contributors: Ajay Rajadhyaksha & Amrut Nashikkar

The second quarter of 2022 has been an unmitigated disaster for financial markets. The world was hit by a one-two punch. Inflation has skyrocketed, and global growth has slowed. Central banks have responded by making inflation their one and only priority. The third quarter of 2022 is shaping up to be the summer of discontent.

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Contributors: Ajay Rajadhyaksha & Amrut Nashikkar

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The summer of discontent

Clients of the Corporate & Investment Bank can log in to read the full report, The summer of discontent on Barclays Live. Sign in

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About the experts

Ajay Rajadhyaksha

Global Chairman of Research

Ajay Rajadhyaksha is Global Chairman of Research at Barclays, based in New York. He drives the global macro research and strategy effort including economics, rates, FX, commodities, emerging markets, and asset allocation. Since joining Barclays in 2005, Ajay has held various positions, including Head of Macro Research, Co-Head of FICC Research and, before that, Head of US Fixed Income Research and US and European Securitised Research.

Amrut Nashikkar

Managing Director, Fixed Income Strategy

Amrut Nashikkar is a Managing Director in the Fixed Income Strategy team at Barclays based in New York, covering interest rate derivatives with a focus on interest rate volatility and the Libor transition. Amrut joined Barclays in 2008 from Lehman Brothers, where he was an interest rate strategist. Prior to that, he taught at New York University. Amrut graduated with a PhD in finance from New York University. He also holds a management degree from the Indian Institute of Management, Ahmedabad, and an undergraduate degree in engineering from the Indian Institute of Technology, Kharagpur.

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