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Barclays Brief

News

Barclays Brief

Barclays Investment Bank

Brexit, Burnham and Britain's Next Decade

June 30, 2026 5:00am 10 min

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 focus now is forward-...

Can football fever lift the economy?

June 23, 2026 3:00am 9 min

The World Cup has kicked off across North America in its largest and most geographically dispersed format yet. This year, the tournament expands to 48 teams (up from 32 in 2022), 104 matches (vs. 64) and 16 host cities a...

The rise of the consumer health economy

June 16, 2026 11:30am 10 min

Consumer health is undergoing a structural shift, moving beyond traditional treatment and becoming embedded in everyday spending. Where consumers were once focused on curing illness, they are increasingly aiming for prev...

US equities: short-term pain, long-term gain?

June 09, 2026 3:00am 12 min

US equities have delivered strong gains year-to-date, despite a challenging macro backdrop, but that momentum is beginning to look less secure. While fundamentals remain supportive, the near‑term setup is becoming more s...

The Fed’s next move

June 02, 2026 6:15am 8 min

The path for US interest rates has shifted sharply in recent months, as markets move from pricing rate cuts to pricing a potential hike. In this episode, Ronnie Wexler sits down with Barclays’ Chief US Economist Marc Gia...

AI goes economy-wide

May 26, 2026 12:00am 11 min

Productivity growth has been uneven across many sectors and economies. But AI in the form of humanoid robotics could change that, extending automation into physical services at scale.In this episode of Barclays Brief, Pa...

Decoding the bond sell-off

May 19, 2026 3:00am 11 min

Global bond yields have been rising sharply, with long-term yields breaking higher across multiple markets - pushing US 30‑year yields above 5%.​The sell-off was initially triggered by energy-linked inflation resulting f...

Inflation crosscurrents: Energy vs AI

May 12, 2026 3:00am 12 min

Markets are facing two competing inflation stories at the same time: a near‑term energy shock pushing inflation risks higher, and the possibility that AI acts as a medium to longer-run disinflationary force.​In this epis...

Jet fuel shortage: Holidays at risk?

May 04, 2026 11:00pm 10 min

Jet fuel shortages linked to the continuing Iran war are dominating headlines, raising questions about whether this poses a genuine risk to global travel or whether markets are getting ahead of the reality.As the airline...

Credit: the signals markets can’t ignore

April 28, 2026 2:15am 8 min

Credit markets often process stress before other parts of the market are able to. During periods of volatility, the signals they send can help investors distinguish between shocks that are likely to prove temporary and t...

Robots deliver dinner and profits

April 21, 2026 3:00am 10 min

Food delivery is changing fast, with last-mile autonomous hardware being developed and deployed at pace. In this episode of the Barclays Brief, Patrick Coffey is joined by Guillaume Galland to explore how robots and dron...

Prediction markets: A new market signal

April 14, 2026 2:08pm 10 min

Prediction markets are suddenly top of mind for a range of people. From elections and sporting events to pop culture and breaking news, probabilities are flashing across screens in real time. What started as a niche conc...

The quantum computing moment

April 07, 2026 3:45am 12 min

Quantum computing has long been viewed as a future technology. Now, it’s poised to overtake classical computing systems in specific useful tasks in the next 12-24 months.In this episode of Barclays Brief, Laia Marin join...

The cusp of a capex supercycle

March 31, 2026 3:00am 13 min

In recent months, market narratives have been dominated by geopolitical shocks, energy volatility and higher interest rates. But step back, and a much bigger story is coming into focus.Advanced economies may be on the cu...

European rates: Inflation & AI waves collide

March 24, 2026 3:00am 11 min

Markets have been anything but calm lately. Inflation shocks, surging energy prices and the AI narrative have collided to deliver one of the most dramatic periods in rates markets in years, forcing investors to rethink i...

A bullish view on US equities

March 17, 2026 3:00am 12 min

Markets may look relatively steady compared with past oil shocks, but the real story sits in the undercurrents. Despite only a modest pullback in major indices, the Iran‑linked shock has sparked some of the sharpest sect...

Processing uncertainty in real time

March 10, 2026 3:00am 9 min

Volatility has returned, and markets are recalibrating risk premia as new sources of uncertainty emerge across oil, inflation expectations, private credit and the AI investment cycle.In this episode of the Barclays Brief...

Weight loss drugs: Scaling up

March 02, 2026 11:00pm 14 min

Weight loss drugs have pushed the obesity therapeutics market to an inflection point, reshaping not only patient behaviour, healthcare spending and investor expectations, but also potentially the global economic outlook,...

Software: In the AI storm

February 24, 2026 2:30am 11 min

Software equities sit in the eye of the AI storm, caught at a decisive inflection point as AI reshapes the sector and investors grapple with one of the sharpest valuation resets in years. ​In Episode 20 of the Barclays B...

European Industrials: Recovery or decline?

February 17, 2026 1:00am 9 min

European Industrials have underperformed for years, but signs of stabilisation are emerging. In Episode 19 of The Barclays Brief, George Featherstone, European Industrials Research Analyst, joins Patrick Coffey to unpack...

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