Inflation crosscurrents: Energy vs AI

Inflation crosscurrents: Energy vs AI

Markets are facing two competing inflation stories at the same time: a near‑term energy shock pushing inflation risks higher, and the possibility that AI acts as a medium to longer-run disinflationary force.​

In this episode of Barclays Brief, Patrick Coffey, Global Head of the Product Management, sits down with Jon Hill, Head of US Inflation Strategy, to break down how energy price spikes feed into headline versus core inflation, what breakevens and real yields are signalling, and how central banks may respond to energy shocks they can’t control. ​

They also discuss whether core inflation dynamics are drifting back toward a pre‑COVID structure, and how AI could shape the path ahead through productivity, wages and margins.​

​​Listeners can hear more on this topic:​​​


​​Clients can read more on Barclays Live:​​


Important Content Disclosures

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(33)

Decoding the bond sell-off

Decoding the bond sell-off

Global bond yields have been rising sharply, with long-term yields breaking higher across multiple markets - pushing US 30‑year yields above 5%.​The sell-off was initially triggered by energy-linked i...

19 Touko 11min

Jet fuel shortage: Holidays at risk?

Jet fuel shortage: Holidays at risk?

Jet fuel shortages linked to the continuing Iran war are dominating headlines, raising questions about whether this poses a genuine risk to global travel or whether markets are getting ahead of the re...

5 Touko 10min

Credit: the signals markets can’t ignore

Credit: the signals markets can’t ignore

Credit markets often process stress before other parts of the market are able to. During periods of volatility, the signals they send can help investors distinguish between shocks that are likely to p...

28 Huhti 8min

Robots deliver dinner and profits

Robots deliver dinner and profits

Food delivery is changing fast, with last-mile autonomous hardware being developed and deployed at pace. In this episode of the Barclays Brief, Patrick Coffey is joined by Guillaume Galland to explore...

21 Huhti 10min

Prediction markets: A new market signal

Prediction markets: A new market signal

Prediction markets are suddenly top of mind for a range of people. From elections and sporting events to pop culture and breaking news, probabilities are flashing across screens in real time. What sta...

14 Huhti 10min

The quantum computing moment

The quantum computing moment

Quantum computing has long been viewed as a future technology. Now, it’s poised to overtake classical computing systems in specific useful tasks in the next 12-24 months.In this episode of Barclays Br...

7 Huhti 12min

The cusp of a capex supercycle

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 econom...

31 Maalis 13min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
rss-rahapodi
mimmit-sijoittaa
rss-oivalluksia-rahasta-elamasta
rss-rahamania
rss-sami-miettinen-neuvottelija
rss-startup-ministerio
asuntoasiaa-paivakirjat
rss-lahtijat
rahapuhetta
sijoituspodi
hyva-paha-johtaminen
rss-kaikki-koroista
rss-bisnesta-bebeja
rss-karon-grilli
rss-lentopaivakirjat
rss-set-for-life-sijoita-ja-vaurastu
rss-h-asselmoilanen
rss-paivystyspodi