Inflation crosscurrents: Energy vs AI

Inflation crosscurrents: Energy vs AI

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 episode of Barclays Brief, Patrick Coffey, Global Head of the Product Management, sits down with Jon Hill, Head of US Inflation Strategy, to break down how energy price spikes feed into headline versus core inflation, what breakevens and real yields are signalling, and how central banks may respond to energy shocks they can’t control. ​

They also discuss whether core inflation dynamics are drifting back toward a pre‑COVID structure, and how AI could shape the path ahead through productivity, wages and margins.​

​​Listeners can hear more on this topic:​​​


​​Clients can read more on Barclays Live:​​


​

Important Content Disclosures​

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(53)

French bonds: OAT of control

French bonds: OAT of control

French government bonds, or OATs, are under growing pressure. While rising yields reflect a broader sell-off across European markets, concerns over France’s fiscal trajectory and political uncertainty...

9 Okt 12min

Negative headlines, resilient markets

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

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?

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

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

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 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: 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

Populärt inom Business & ekonomi

framgangspodden
rss-jossan-nina
varvet
rss-borsens-finest
badfluence
uppgang-och-fall
24fragor
avanzapodden
rss-dr-bjorklund
rss-inga-dumma-fragor-om-pengar
fill-or-kill
bathina-en-podcast
lastbilspodden
rss-kort-lang-analyspodden-fran-di
rss-dagen-med-di
kapitalet-en-podd-om-ekonomi
tabberaset
borsmorgon
rikatillsammans-om-privatekonomi-rikedom-i-livet
bilar-med-sladd