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 Aug 12min
Japan: Why the world is watching
Little more than a week ago, a rare, coordinated US-Japan intervention to support the yen caught investors’ attention. Coupled with rising expectations of another Bank of Japan (BoJ) rate hike and Pri...
11 Aug 10min
US equities: Beyond the pullback
After a spring sell-off and renewed summer weakness in technology stocks, uncertainty has remained a defining feature of the investment landscape. During the market sell-off following the start of the...
4 Aug 10min
AI credit supply tests market capacity
The AI buildout is fuelling a wave of new credit supply, and the sheer volume of debt is starting to test the market's capacity to absorb it. Year-to-date, the AI ecosystem has accounted for roughly 2...
28 Jul 9min
Challenging market consensus
Markets can become crowded around consensus views. In this episode of the Barclays Brief, Patrick Coffey is joined by Brian Kuritzky from our Rates Sales team to explore potential investor complacency...
21 Jul 9min
Cooling the AI buildout
Power constraints have dominated the conversation around AI infrastructure, but the buildout is facing a broader convergence of execution risks. Cooling, water use, permitting, labour shortages and gr...
14 Jul 8min
Opportunities in Asian Equities
Investor positioning across Asian equities is shifting, with opportunities increasingly driven by market-specific factors rather than a single regional or thematic narrative.In this episode of Barclay...
7 Jul 9min
Brexit, Burnham and Britain's Next Decade
Ten years after the Brexit referendum, many studies assess the effects on the UK economy as negative, pointing to weaker growth, lower investment and a tighter fiscal backdrop as its legacy. But the f...
30 Jun 10min
