Barclays Brief
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

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Jaksot(53)

French bonds: OAT of control

French bonds: OAT of control

French government bonds, or OATs, are under growing pressure. While rising yields reflect a broader sell-off across European markets, concerns over France’s fiscal trajectory and political uncertainty...

9 Loka 12min

Negative headlines, resilient markets

Negative headlines, resilient markets

Markets have spent much of 2026 confronting higher bond yields, tighter central bank policy and elevated oil prices. By historical standards, that should have been enough to derail growth. Instead, ma...

30 Syys 12min

Trump-Xi: Stability without resolution

Trump-Xi: Stability without resolution

The recent summit between Presidents Donald Trump and Xi Jinping brought greater stability to US-China relations, but little substantive resolution. Continued dialogue and an extension of the trade tr...

29 Syys 12min

Pacing the Frontier: What’s next for AI?

Pacing the Frontier: What’s next for AI?

As AI models become increasingly capable, questions around safety and oversight are growing. Recent cybersecurity incidents have intensified the debate over whether frontier AI development needs to sl...

21 Syys 13min

US Rates: Higher for longer

US Rates: Higher for longer

Markets began 2026 expecting interest rate cuts. Instead, investors have faced a sharp repricing in bond markets, with the US 10-year Treasury yield reaching 5% and growing debate around whether polic...

14 Syys 10min

The Multi-Trillion-Dollar Energy Race

The Multi-Trillion-Dollar Energy Race

Markets are fixating on the billions being invested in AI. But a second massive investment story related to energy is emerging and investors need to pay attention.In this episode of Barclays Brief, ho...

8 Syys 11min

European equities heat up

European equities heat up

European equities have been one of the standout market stories of the year. Despite trade tensions, geopolitical uncertainty and persistent questions about growth, the region has delivered unexpectedl...

1 Syys 11min

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

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

Nuclear fusion has long been viewed as a transformational energy breakthrough, capable of delivering abundant, zero-carbon at operation energy by recreating the same reaction that powers the sun. Rece...

18 Elo 12min

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