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
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...
12 Touko 12min
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 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
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 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
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
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
