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
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
