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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Episoder(35)

Japan decides, global markets move

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?

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

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

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

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

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

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

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

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