The show, episode by episode

Barclays Brief

Barclays Investment Bank

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…

53 episodes tracked

Barclays Brief

UK Budget: What markets may be missing

French bonds: OAT of control

Negative headlines, resilient markets

Trump-Xi: Stability without resolution

Pacing the Frontier: What’s next for AI?

US Rates: Higher for longer

The Multi-Trillion-Dollar Energy Race

European equities heat up

Nuclear fusion: Tomorrow's solution to today's problem​

Japan: Why the world is watching

US equities: Beyond the pullback

AI credit supply tests market capacity

Challenging market consensus

Cooling the AI buildout

Opportunities in Asian Equities

Brexit, Burnham and Britain's Next Decade

Can football fever lift the economy?

The rise of the consumer health economy

US equities: short-term pain, long-term gain?

The Fed’s next move

AI goes economy-wide

Decoding the bond sell-off

Inflation crosscurrents: Energy vs AI

Jet fuel shortage: Holidays at risk?

Credit: the signals markets can’t ignore

Robots deliver dinner and profits

Prediction markets: A new market signal

The quantum computing moment

The cusp of a capex supercycle

European rates: Inflation & AI waves collide

A bullish view on US equities

Processing uncertainty in real time

Weight loss drugs: Scaling up

Software: In the AI storm

European Industrials: Recovery or decline?

Japan decides, global markets move

Metals & mining: Meltdown or opportunity?

Forces shaping markets in 2026

Rise of the humanoid robots

Headlines to hedges: Positioning in 2026

AI: The macro game changer

Robotaxis: The future of mobility

Credit markets: What's ahead for 2026

Seismic Shifts: Agentic AI in Energy

Is the stock market actually the economy now?

Critical minerals: The new oil

US Dollar & the AI capex cycle

Hyperscalers: Hypergrowth, higher risk

Private credit: Hidden interconnectivity

AI Revolution: China’s Five-Year Plan

UK Economy: At a crossroads

Gold: Unpacking the rally

US Markets: A Bullish Perspective

Nuclear fusion: Tomorrow's solution to today's problem