Barclays Brief

Barclays Investment Bank•www.ib.barclays

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

Last refreshed: June 23rd, 2026 at 8:09 PM

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Episodes

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 affected currencies before, yet, for now, FX markets remain focused on near-term narratives and tactical considerations. Could this structural shift in AI spending redefine dollar dynamics, while domestic and geopolitical headwinds reinforce sentiments of de-dollarization? In this episode of Barclays ...

Nov 18, 2025•11 min•Ep. 7

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-Head of US High Grade Credit Research, to unpack how the world’s largest technology companies have recently turned to the credit markets. They discuss how evolving from cash-funded expansion was strategically inevitable, but how a wave of debt issuance has recently overwhelmed credit markets. Together,...

Nov 11, 2025•9 min•Ep. 6

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, insurers, non-bank financial institutions and business development companies. These connections create new funding channels and opportunities but also introduce potential hidden systemic risks. We break down what these linkages mean for stability, transparency and the future of credit markets. Tune in to ...

Nov 04, 2025•10 min•Ep. 5

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 Tactical Strategies joins Patrick Coffey to discuss China’s evolving economic and tech landscape. Kaan explains how China is building a self-sustaining tech ecosystem, driven by its AI+ industrial policy and rapid advances in physical AI - especially humanoid robotics. Recorded ahead of our 19th annual Ba...

Oct 28, 2025•11 min•Ep. 4

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 latest report published in partnership with The Institute of Fiscal Studies. They explore the short- and medium-term prospects for growth, examine why inflation remains persistent, consider where AI fits into the UK’s plans for prosperity, and assess how tax and spend policy decisions could shape the ...

Oct 21, 2025•9 min•Ep. 3

Gold: Unpacking the rally

Gold’s historic role as a hedge asset is in focus as prices soar past $4,000 an ounce. In this episode of the Barclays Brief podcast, Ajay Rajadhyaksha, Global Chairman of Research, joins Patrick Coffey to unpack the forces driving gold’s rally: from its legacy as a safe haven to the signals it may be sending about how investors regard current fiscal and monetary policy. Is gold’s rally a warning sign, or simply a new chapter in portfolio construction? Tune in for a sharp look at why this gold r...

Oct 14, 2025•8 min•Ep. 2

US Markets: A Bullish Perspective

In the debut episode of this new podcast series, Patrick Coffey interviews Ronnie Wexler, Global Head of Equities Distribution in the Markets division. Ronnie lays out a bullish case for markets, driven by a rare alignment of forces: AI innovation, strong nominal GDP, and pro-growth policy working in tandem. From tax incentives and deregulation to real-world AI adoption boosting productivity and earnings, Ronnie argues that the setup is unusually powerful. But risks remain — including geopolitic...

Oct 07, 2025•9 min•Ep. 1

Welcome to the Barclays Brief podcast

Oct 07, 2025•2 min

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