Brad Rogoff

Brad Rogoff, Global Head of Research at Barclays, shares insights on the potential risks in credit markets driven by an AI funding frenzy. He discusses how increased issuance may lead to vulnerabilities if expectations aren’t met. Rogoff emphasizes sector dynamics, encouraging caution around low-grade bonds while highlighting the importance of quality in portfolios. With a focus on 2026 forecasts, he predicts wider spreads but not an imminent recession, urging investors to remain vigilant amid evolving market conditions.

Brad Rogoff, Global Head of Research at Barclays, sheds light on the health of banks and lending as earnings season approaches. He dives into how the market's focus has shifted from taxes to looming tariffs, creating uncertainty for businesses and investors alike. The discussion also touches on the implications of trade policies on various sectors and the distinct challenges that rising tariffs pose for small businesses. As tensions in Washington escalate, Rogoff provides valuable insights into navigating the current economic landscape.