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Podcast · 50 episodes

Barclays Brief, page 3

by Barclays Investment Bank · English

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

All episodes, page 3

US Markets: A Bullish PerspectiveUS markets bullish outlook despite skepticism; key drivers are AI adoption, strong nominal GDP, supportive fiscal policy (Trump prosperity agenda), and a Fed cutting cycle; positioning is under…7 Oct 2025 · 9 min · 10 chapters
Welcome to the Barclays Brief podcastIntro to “Barclays Brief,” a weekly podcast that explores one key market theme across macro, equities, credit, and more, aiming to explain forces shaping tomorrow and provide context not found in…7 Oct 2025 · 2 min