Barclays Brief

By Barclays Investment Bank

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Episodes: 33

Description

In a world of constant change, Barclays Brief is your weekly source for differentiated perspectives that cut through the noise. Each bite-sized episode delivers clear insights into the structural trends transforming sectors – from technology and healthcare to energy, industrials and beyond. Through sharp dialogue and scenario-based analysis, we help you navigate complexity, make meaningful connections and anticipate what’s next –  whether you’re managing a portfolio or leading a business. Each week we dig deep into a key market theme, spanning equities, macro, credit and more, uncovering the forces shaping tomorrow to help you make smarter decisions today. Stay sharp. Stay briefed. Published by Barclays Investment Bank: https://www.ib.barclays/ Important content disclosures: https://www.ib.barclays/disclosures/important-content-disclosures.html Important non-Research content disclosures: https://www.ib.barclays/disclosures/important-nonresearch-content-disclosures.html

Episode Date
Decoding the bond sell-off
May 19, 2026
Inflation crosscurrents: Energy vs AI
May 12, 2026
Jet fuel shortage: Holidays at risk?
May 05, 2026
Credit: the signals markets can’t ignore
Apr 28, 2026
Robots deliver dinner and profits
Apr 21, 2026
Prediction markets: A new market signal
Apr 14, 2026
The quantum computing moment
Apr 07, 2026
The cusp of a capex supercycle
Mar 31, 2026
European rates: Inflation & AI waves collide
Mar 24, 2026
A bullish view on US equities
Mar 17, 2026
Processing uncertainty in real time
Mar 10, 2026
Weight loss drugs: Scaling up
Mar 03, 2026
Software: In the AI storm
Feb 24, 2026
European Industrials: Recovery or decline?
Feb 17, 2026
Japan decides, global markets move
Feb 10, 2026
Metals & mining: Meltdown or opportunity?
Feb 03, 2026
Forces shaping markets in 2026
Jan 28, 2026
Rise of the humanoid robots
Jan 20, 2026
Headlines to hedges: Positioning in 2026
Jan 13, 2026
AI: The macro game changer
Jan 06, 2026
Robotaxis: The future of mobility
Dec 22, 2025
Credit markets: What's ahead for 2026
Dec 16, 2025
Seismic Shifts: Agentic AI in Energy
Dec 09, 2025
Is the stock market actually the economy now?
Dec 02, 2025
Critical minerals: The new oil
Nov 25, 2025
US Dollar & the AI capex cycle
Nov 18, 2025
Hyperscalers: Hypergrowth, higher risk
Nov 11, 2025
Private credit: Hidden interconnectivity
Nov 04, 2025
AI Revolution: China’s Five-Year Plan
Oct 28, 2025
UK Economy: At a crossroads
Oct 21, 2025
Gold: Unpacking the rally
Oct 14, 2025
US Markets: A Bullish Perspective
Oct 07, 2025
Welcome to the Barclays Brief podcast
Oct 07, 2025