{
  "docId": "019dd923-5e88-73ef-bd5b-9d9645fa1809",
  "docSlug": "84ae279bbf58b4ad",
  "documentTitle": "20230215 Barclays FY22 Results Presentation",
  "authorId": "Barclays",
  "authorName": "Barclays",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "equity_research",
  "sourceTypeLabel": "Equity research",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.445,
  "pageNumber": 13,
  "pageCount": 51,
  "prevPage": 12,
  "nextPage": 14,
  "slideType": "financial_analysis",
  "function": "analyze_data",
  "density": "dense",
  "nDataPoints": 35,
  "notes": "Includes a waterfall chart for ECL movement and a line chart for historical LLR trends.",
  "elementsJson": [
    "headline_text",
    "waterfall_chart",
    "line_chart",
    "data_table",
    "callout_box",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5b-9d9645fa1809/13",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5b-9d9645fa1809",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5b-9d9645fa1809.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5b-9d9645fa1809#slide-13",
  "components": [
    {
      "bbox": {
        "h": 0.1,
        "w": 0.45,
        "x": 0.52,
        "y": 0.78
      },
      "kind": "callout",
      "text": "Expect an LLR of 50-60bps in 2023, based on the current macroeconomic outlook",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a174b164-f8d4-4e6e-bede-2fce139cf8de",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.45,
        "w": 0.45,
        "x": 0.52,
        "y": 0.25
      },
      "kind": "chart",
      "text": "LLR (bps)",
      "attrs": null,
      "subkind": "line",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "1f13aa0e-66f6-4dbc-adca-2f24feab6d76",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.35,
        "w": 0.45,
        "x": 0.04,
        "y": 0.25
      },
      "kind": "chart",
      "text": "Balance sheet provisions for ECL (£bn)",
      "attrs": null,
      "subkind": "waterfall",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "5929b986-b1af-459c-b19a-15480550df26",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.9,
        "x": 0.04,
        "y": 0.89
      },
      "kind": "disclaimer",
      "text": "1 Expected Credit Losses (ECL) | 2 Loan Loss Rate (LLR) is quoted in basis points and represents total impairment charges divided by gross loans and advances held at amortised cost at the balance sheet date",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "faeca5b3-ba5a-43c3-abe8-2ff556e2bf72",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "LLR: 50-60bps",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-103e-75c4-b729-8c1cab817147",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.2,
        "w": 0.4,
        "x": 0.04,
        "y": 0.65
      },
      "kind": "table",
      "text": "Baseline macroeconomic variables (MEVs) (%)",
      "attrs": null,
      "subkind": "data",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "598e2188-e9e1-4c69-b919-63b6ee9a830c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.8,
        "x": 0.04,
        "y": 0.12
      },
      "kind": "title",
      "text": "FY22 Impairment: Expect to normalise towards historical LLRs",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "7c09a1b5-1efb-4f45-945f-ecf2a19648a4",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019dd95a-187e-714f-9b92-b8c63ee29069",
      "evidence": "'FY22 Impairment: Expect to normalise towards historical LLRs'.",
      "confidence": 90
    },
    {
      "name": "Annotation",
      "slug": "annotation",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "019dd95a-187e-714f-9b92-bddbe30485c6",
      "evidence": "Callout '50-60bps in 2023, based on the current macroeconomic outlook'.",
      "confidence": 70
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 19,
      "from": 3,
      "beatId": "019dd95a-07a6-74c7-9027-57dfd0f12a1a",
      "arcName": "The Triple Take",
      "arcSlug": "triple-take",
      "beatName": "The Facts (What)",
      "beatSlug": "triple-take-the-facts-what",
      "evidence": "FY22 + Q422 financial results across income, costs, impairment, capital.",
      "position": 1,
      "confidence": 55,
      "parentBeatName": "Setup",
      "parentBeatSlug": "setup"
    }
  ],
  "loops": [
    {
      "to": 15,
      "from": 6,
      "name": "Pattern Hunter",
      "slug": "02-pattern-hunter",
      "bestFor": "Time-pressed audiences, building consensus, when data is strong",
      "matchId": "019dd95a-08f7-737a-a002-457720d33ffb",
      "evidence": "Sequential FY22 slides each landing a positive datapoint (RoTE up, income up, share +114bps, NII +91%, CIR target, LLR normalisation).",
      "position": 2,
      "objective": "Stack FY22 evidence across income, costs, impairment to argue strong execution",
      "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion",
      "confidence": 75,
      "description": "Group multiple pieces of evidence that together point to a pattern or conclusion"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}