Negative headlines, resilient markets
Markets have spent much of 2026 confronting higher bond yields, tighter central bank policy and elevated oil prices. By historical standards, that should have been enough to derail growth. Instead, ma...
30 Sep 12min
Trump-Xi: Stability without resolution
The recent summit between Presidents Donald Trump and Xi Jinping brought greater stability to US-China relations, but little substantive resolution. Continued dialogue and an extension of the trade tr...
29 Sep 12min
Pacing the Frontier: What’s next for AI?
As AI models become increasingly capable, questions around safety and oversight are growing. Recent cybersecurity incidents have intensified the debate over whether frontier AI development needs to sl...
21 Sep 13min
US Rates: Higher for longer
Markets began 2026 expecting interest rate cuts. Instead, investors have faced a sharp repricing in bond markets, with the US 10-year Treasury yield reaching 5% and growing debate around whether polic...
14 Sep 10min
The Multi-Trillion-Dollar Energy Race
Markets are fixating on the billions being invested in AI. But a second massive investment story related to energy is emerging and investors need to pay attention.In this episode of Barclays Brief, ho...
8 Sep 11min
European equities heat up
European equities have been one of the standout market stories of the year. Despite trade tensions, geopolitical uncertainty and persistent questions about growth, the region has delivered unexpectedl...
1 Sep 11min
Nuclear fusion: Tomorrow's solution to today's problem
Nuclear fusion has long been viewed as a transformational energy breakthrough, capable of delivering abundant, zero-carbon at operation energy by recreating the same reaction that powers the sun. Rece...
18 Aug 12min
Japan: Why the world is watching
Little more than a week ago, a rare, coordinated US-Japan intervention to support the yen caught investors’ attention. Coupled with rising expectations of another Bank of Japan (BoJ) rate hike and Pri...
11 Aug 10min
