
Japan decides, global markets move
Japan’s decisive election result is recalibrating market expectations, bringing FX, rates and fiscal policy signals into sharper focus. The LDP’s clear mandate will likely feed through to household de...
10 Feb 11min

Metals & mining: Meltdown or opportunity?
Sharp swings across precious metals, especially gold, have thrust the sector into the spotlight, sustaining investor interest and stirring fresh debate over whether a new supercycle is emerging. Amos ...
3 Feb 10min

Forces shaping markets in 2026
Most episodes of The Barclays Brief focus on a single market theme, but this week we have a special episode for you. Adeel Khan, our Global Head of Markets, joined hosts Ronnie Wexler and Patrick Coff...
28 Jan 13min

Rise of the humanoid robots
Humanoid robotics is moving from experimentation and into a true economic inflection point. The market, valued at just $2–3bn today, is projected to expand to ~$40bn by 2035 in the base case*, with up...
20 Jan 12min

Headlines to hedges: Positioning in 2026
In just the first two weeks of 2026, investors have had a lot to take in amidst fast-moving headlines and shifting policy signals.In this episode of Barclays Brief, Global Head of Macro Distribution ...
13 Jan 11min

AI: The macro game changer
While traditional macroeconomic factors such as labour markets, central bank policy and inflation are all important considerations for 2026, the economy is “going to live or die” by what happens with ...
6 Jan 10min

Robotaxis: The future of mobility
2026 is expected to be a breakthrough year for the US robotaxi market, as autonomous vehicles shift gears from pilot projects to large-scale deployment across major cities.Some players are expanding t...
22 Des 202512min

Credit markets: What's ahead for 2026
If you spent 2025 watching credit and thinking “this feels suspiciously quiet,” you are not alone. Barclays’ Global Head of Research, Brad Rogoff, and Global Head of Equities Distribution, Ronnie Wexl...
16 Des 20259min



















