Seismic Shifts: Agentic AI in Energy
Conversations about AI often revolve around the outlooks for the Mag7, capex or the resources required to power the technology. This episode of the Barclays Brief explores agentic AI’s potential for t...
9 Des 202510min
Is the stock market actually the economy now?
The rise of real-time trading platforms, combined with steady 401(k) inflows, has amplified wealth effects – making retail investors acutely aware that fluctuations in equity markets directly influenc...
2 Des 202510min
Critical minerals: The new oil
As technological advancement continues at pace across AI, defence and everything in between, demand for critical minerals such as rare earth elements (REEs) and copper, lithium, aluminium, nickel and ...
25 Nov 20258min
US Dollar & the AI capex cycle
AI is reshaping corporate investment priorities at breakneck speed, with the US private sector pledging trillions in capital expenditures to power the next wave of innovation. Investment waves have af...
18 Nov 202510min
Hyperscalers: Hypergrowth, higher risk
AI, hyperscaler capex, credit markets, and debt issuance: the landscape for big tech funding is shifting fast. In the latest episode of Barclays Brief, Ronnie Wexler is joined by Andrew Keches, Co-Hea...
11 Nov 20258min
Private credit: Hidden interconnectivity
Recent high-profile bankruptcies have put private credit in the headlines. In this episode, Peter Troisi explains how private credit is weaving itself into the financial system – linking banks, insure...
4 Nov 202510min
AI Revolution: China’s Five-Year Plan
Trump-Xi trade talks are expected this week, amidst the recent publication of China’s 15th Five-Year Plan. To get the insights on these headlines and narratives, Kaan Singh from Barclays Equity Tactic...
28 Okt 202511min
UK Economy: At a crossroads
With the UK’s Autumn Budget fast approaching, UK Chief Economist Jack Meaning joins Ronnie Wexler on the Barclays Brief to discuss what’s really driving the UK economic outlook. They discuss Jack's la...
21 Okt 20258min
