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The cusp of a capex supercycle
In recent months, market narratives have been dominated by geopolitical shocks, energy volatility and higher interest rates. But step back, and a much bigger story is coming into focus. Advanced economies may be on the cusp of a new, histor
European rates: Inflation & AI waves collide
Markets have been anything but calm lately. Inflation shocks, surging energy prices and the AI narrative have collided to deliver one of the most dramatic periods in rates markets in years, forcing investors to rethink interest‑rate paths i
A bullish view on US equities
Markets may look relatively steady compared with past oil shocks, but the real story sits in the undercurrents. Despite only a modest pullback in major indices, the Iran‑linked shock has sparked some of the sharpest sector rotations in year
Processing uncertainty in real time
Volatility has returned, and markets are recalibrating risk premia as new sources of uncertainty emerge across oil, inflation expectations, private credit and the AI investment cycle. In this episode of the Barclays Brief, Ronnie Wexler spe
Weight loss drugs: Scaling up
Weight loss drugs have pushed the obesity therapeutics market to an inflection point, reshaping not only patient behaviour, healthcare spending and investor expectations, but also potentially the global economic outlook, as lower obesity ra
Software: In the AI storm
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 the sharpest valuation resets in years. In Episode 20 of the Barclays Brief, Raimo Lenscho
European Industrials: Recovery or decline?
European Industrials have underperformed for years, but signs of stabilisation are emerging. In Episode 19 of The Barclays Brief, George Featherstone, European Industrials Research Analyst, joins Patrick Coffey to unpack what the next phase
Japan decides, global markets move
Japan’s decisive election result is recalibrating market expectations, bringing FX, rates and fiscal policy signals into sharper focus. The LDP’s clear mandate will likely feed through to household demand, BoJ decisions and global moves in
Metals & mining: Meltdown or opportunity?
Sharp swings across precious metals, especially gold, have thrust the sector into the spotlight, sustaining investor interest and stirring fresh debate over whether a new supercycle is emerging. Amos Fletcher, European Metals & Mining Resea
Forces shaping markets in 2026
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 Markets, joined hosts Ronnie Wexler and Patrick Coffey, to give you his insights across the
Rise of the humanoid robots
Humanoid robotics is moving from experimentation and into a true economic inflection point. The market, valued at just $2–3bn today, is projected to expand to ~$40bn by 2035 in the base case*, with upside scenarios approaching $200bn as phy
Headlines to hedges: Positioning in 2026
In just the first two weeks of 2026, investors have had a lot to take in amidst fast-moving headlines and shifting policy signals. In this episode of Barclays Brief, Global Head of Macro Distribution Kristen Macleod joins host Patrick Coff
AI: The macro game changer
While traditional macroeconomic factors such as labour markets, central bank policy and inflation are all important considerations for 2026, the economy is “going to live or die” by what happens with AI, according to Global Chairman of Rese
Robotaxis: The future of mobility
2026 is expected to be a breakthrough year for the US robotaxi market, as autonomous vehicles shift gears from pilot projects to large-scale deployment across major cities. Some players are expanding their fleets and coverage, while others
Credit markets: What's ahead for 2026
If you spent 2025 watching credit and thinking “this feels suspiciously quiet,” you are not alone. Barclays’ Global Head of Research, Brad Rogoff, and Global Head of Equities Distribution, Ronnie Wexler, walk through the late‑cycle credit p
Seismic Shifts: Agentic AI in Energy
Conversations about AI often revolve around the outlooks for the Mag7, capex or the resources required to power the technology. This episode of the Barclays Brief explores agentic AI’s potential for tangible results if applied to the energy
Is the stock market actually the economy now?
The rise of real-time trading platforms, combined with steady 401(k) inflows, has amplified wealth effects – making retail investors acutely aware that fluctuations in equity markets directly influence their perceived financial well-being,
Critical minerals: The new oil
As technological advancement continues at pace across AI, defence and everything in between, demand for critical minerals such as rare earth elements (REEs) and copper, lithium, aluminium, nickel and cobalt (collectively known as CLANCs) ha
US Dollar & the AI capex cycle
AI is reshaping corporate investment priorities at breakneck speed, with the US private sector pledging trillions in capital expenditures to power the next wave of innovation. Investment waves have affected currencies before, yet, for now,
Hyperscalers: Hypergrowth, higher risk
AI, hyperscaler capex, credit markets, and debt issuance: the landscape for big tech funding is shifting fast. In the latest episode of Barclays Brief, Ronnie Wexler is joined by Andrew Keches, Co-Head of US High Grade Credit Research, to u
Private credit: Hidden interconnectivity
Recent high-profile bankruptcies have put private credit in the headlines. In this episode, Peter Troisi explains how private credit is weaving itself into the financial system – linking banks, insurers, non-bank financial institutions and
AI Revolution: China’s Five-Year Plan
Trump-Xi trade talks are expected this week, amidst the recent publication of China’s 15th Five-Year Plan. To get the insights on these headlines and narratives, Kaan Singh from Barclays Equity Tactical Strategies joins Patrick Coffey to di
UK Economy: At a crossroads
With the UK’s Autumn Budget fast approaching, UK Chief Economist Jack Meaning joins Ronnie Wexler on the Barclays Brief to discuss what’s really driving the UK economic outlook. They discuss Jack's latest report published in partnership wit
Gold: Unpacking the rally
Gold’s historic role as a hedge asset is in focus as prices soar past $4,000 an ounce. In this episode of the Barclays Brief podcast, Ajay Rajadhyaksha, Global Chairman of Research, joins Patrick Coffey to unpack the forces driving gold’s r
US Markets: A Bullish Perspective
In the debut episode of this new podcast series, Patrick Coffey interviews Ronnie Wexler, Global Head of Equities Distribution in the Markets division. Ronnie lays out a bullish case for markets, driven by a rare alignment of forces: AI inn
Welcome to the Barclays Brief podcast
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 technolog
