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The Fed’s next move
Episode 34
The path for US interest rates has shifted sharply in recent months, as markets move from pricing rate cuts to pricing a potential hike. In this epis…
5 hours ago
AI goes economy-wide
Episode 33
Productivity growth has been uneven across many sectors and economies. But AI in the form of humanoid robotics could change that, extending automatio…
1 week ago
Decoding the bond sell-off
Episode 32
Global bond yields have been rising sharply, with long-term yields breaking higher across multiple markets - pushing US 30‑year yields above 5%.
The …
2 weeks ago
Inflation crosscurrents: Energy vs AI
Episode 31
Markets are facing two competing inflation stories at the same time: a near‑term energy shock pushing inflation risks higher, and the possibility tha…
3 weeks ago
Jet fuel shortage: Holidays at risk?
Episode 30
Jet fuel shortages linked to the continuing Iran war are dominating headlines, raising questions about whether this poses a genuine risk to global tr…
4 weeks ago
Credit: the signals markets can’t ignore
Episode 29
Credit markets often process stress before other parts of the market are able to. During periods of volatility, the signals they send can help invest…
1 month ago
Robots deliver dinner and profits
Episode 28
Food delivery is changing fast, with last-mile autonomous hardware being developed and deployed at pace. In this episode of the Barclays Brief, Patri…
1 month, 1 week ago
Prediction markets: A new market signal
Episode 27
Prediction markets are suddenly top of mind for a range of people. From elections and sporting events to pop culture and breaking news, probabilities…
1 month, 2 weeks ago
The quantum computing moment
Episode 26
Quantum computing has long been viewed as a future technology. Now, it’s poised to overtake classical computing systems in specific useful tasks in t…
1 month, 3 weeks ago
The cusp of a capex supercycle
Episode 25
In recent months, market narratives have been dominated by geopolitical shocks, energy volatility and higher interest rates. But step back, and a muc…
2 months ago