

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
Episodes


AI goes economy-wide

Decoding the bond sell-off

Inflation crosscurrents: Energy vs AI

Jet fuel shortage: Holidays at risk?

Credit: the signals markets can’t ignore

Robots deliver dinner and profits

Prediction markets: A new market signal

The quantum computing moment

The cusp of a capex supercycle

European rates: Inflation & AI waves collide

A bullish view on US equities

Processing uncertainty in real time

Weight loss drugs: Scaling up

Software: In the AI storm

European Industrials: Recovery or decline?

Japan decides, global markets move

Metals & mining: Meltdown or opportunity?

Forces shaping markets in 2026

Rise of the humanoid robots
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