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European rates: Inflation & AI waves collide
Episode 24
Markets have been anything but calm lately. Inflation shocks, surging energy prices and the AI narrative have collided to deliver one of the most dra…
2 months, 1 week ago
A bullish view on US equities
Episode 23
Markets may look relatively steady compared with past oil shocks, but the real story sits in the undercurrents. Despite only a modest pullback in maj…
2 months, 2 weeks ago
Processing uncertainty in real time
Episode 22
Volatility has returned, and markets are recalibrating risk premia as new sources of uncertainty emerge across oil, inflation expectations, private c…
2 months, 3 weeks ago
Weight loss drugs: Scaling up
Episode 21
Weight loss drugs have pushed the obesity therapeutics market to an inflection point, reshaping not only patient behaviour, healthcare spending and i…
2 months, 4 weeks ago
Software: In the AI storm
Episode 20
Software equities sit in the eye of the AI storm, caught at a decisive inflection point as AI reshapes the sector and investors grapple with one of t…
3 months, 1 week ago
European Industrials: Recovery or decline?
Episode 19
European Industrials have underperformed for years, but signs of stabilisation are emerging. In Episode 19 of The Barclays Brief, George Featherstone…
3 months, 2 weeks ago
Japan decides, global markets move
Episode 18
Japan’s decisive election result is recalibrating market expectations, bringing FX, rates and fiscal policy signals into sharper focus. The LDP’s cle…
3 months, 3 weeks ago
Metals & mining: Meltdown or opportunity?
Episode 17
Sharp swings across precious metals, especially gold, have thrust the sector into the spotlight, sustaining investor interest and stirring fresh deba…
3 months, 4 weeks ago
Forces shaping markets in 2026
Episode 16
Most episodes of The Barclays Brief focus on a single market theme, but this week we have a special episode for you. Adeel Khan, our Global Head of M…
4 months ago
Rise of the humanoid robots
Episode 15
Humanoid robotics is moving from experimentation and into a true economic inflection point. The market, valued at just $2–3bn today, is projected to …
4 months, 1 week ago