Word on the Street

Barclays
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Aug 13, 2025 • 31min

#335 Bubble watch

This week, Miles Sherry and Will Hobbs tackle some of the most popular client questions, from a potential peace deal in Ukraine to concerns over the latest tech bubble and stagflation in the US. To read news and insights from Barclays Wealth Management, visit https://www.barclays.co.uk/wealth-management/news-and-insights/investments/ To find out about starting your investment journey with Barclays, visit www.barclays.co.uk/investments You can also follow us on LinkedIn for more Barclays investment updates - www.linkedin.com/showcase/barclay…tal-investments/ And for Barclays Wealth Management updates - www.linkedin.com/company/barclays…ment-management/
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Aug 7, 2025 • 20min

#334 Narrative reset?

Delve into the surprising findings of a weak US labor market report and its impact on interest rate expectations. Discover the challenges faced in today's labor market dynamics and how the Federal Reserve might respond. Explore the dollar's shifting value as a safe haven amid economic uncertainty. Additionally, hear about the Bank of England's recent interest rate cut and the varied opinions within its Monetary Policy Committee. With stalled disinflation in the UK, investors are urged to tread carefully in this complex landscape.
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Jul 31, 2025 • 12min

#333 Trade deals, interest rates and the US dollar

Sean Markowicz and Sophie Barrington take a deep dive into the US-EU trade agreement, the latest updates from the major central banks, and recent moves in currency markets. To read news and insights from Barclays Wealth Management, visit https://www.barclays.co.uk/wealth-management/news-and-insights/investments/ To find out about starting your investment journey with Barclays, visit www.barclays.co.uk/investments You can also follow us on LinkedIn for more Barclays investment updates - www.linkedin.com/showcase/barclay…tal-investments/ And for Barclays Wealth Management updates - www.linkedin.com/company/barclays…ment-management/
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Jul 24, 2025 • 14min

#332 Japanese election, trade deals and the ECB

This week, Luke Pearce talks to Francis Addai about the Japanese election, US trade deals with Japan and the EU, and the outcome from the latest ECB policy meeting. To read news and insights from Barclays Wealth Management, visit https://www.barclays.co.uk/wealth-management/news-and-insights/investments/ To find out about starting your investment journey with Barclays, visit www.barclays.co.uk/investments You can also follow us on LinkedIn for more Barclays investment updates - www.linkedin.com/showcase/barclay…tal-investments/ And for Barclays Wealth Management updates - www.linkedin.com/company/barclays…ment-management/
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Jul 17, 2025 • 10min

#331 Peel the onion

This week, Sophie Barrington talks to Sean Markowicz about UK and US macro data, what the detail beneath the surface reveals about the state of the economy and how markets are pricing the future. To read news and insights from Barclays Wealth Management, visit https://www.barclays.co.uk/wealth-management/news-and-insights/investments/ To find out about starting your investment journey with Barclays, visit www.barclays.co.uk/investments You can also follow us on LinkedIn for more Barclays investment updates - www.linkedin.com/showcase/barclay…tal-investments/ And for Barclays Wealth Management updates - www.linkedin.com/company/barclays…ment-management/
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Jul 10, 2025 • 10min

#330 US tariffs and UK fiscal concerns

This week, Sophie Barrington talks to Francis Addai about the state of the US labour market, the impact of tariffs on US inflation and ongoing fiscal uncertainty in the UK. To read news and insights from Barclays Wealth Management, visit https://www.barclays.co.uk/wealth-management/news-and-insights/investments/ To find out about starting your investment journey with Barclays, visit www.barclays.co.uk/investments You can also follow us on LinkedIn for more Barclays investment updates - www.linkedin.com/showcase/barclay…tal-investments/ And for Barclays Wealth Management updates - www.linkedin.com/company/barclays…ment-management/
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Jul 3, 2025 • 13min

#329 Fiscal shenanigans

The end of the second quarter marks one of the busiest in memory. In this week’s episode, Sophie Barrington talks to Luke Pearce about the latest tariff developments, fiscal shenanigans, and US labour market data. To read news and insights from Barclays Wealth Management, visit https://www.barclays.co.uk/wealth-management/news-and-insights/investments/ To find out about starting your investment journey with Barclays, visit www.barclays.co.uk/investments You can also follow us on LinkedIn for more Barclays investment updates - www.linkedin.com/showcase/barclay…tal-investments/ And for Barclays Wealth Management updates - www.linkedin.com/company/barclays…ment-management/
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Jun 26, 2025 • 12min

#328 Political machinations

This week, Sophie Barrington talks to Sean Markowicz about various political developments affecting markets, from German spending plans to the looming deadline for US tariffs. To read news and insights from Barclays Wealth Management, visit https://www.barclays.co.uk/wealth-management/news-and-insights/investments/ To find out about starting your investment journey with Barclays, visit www.barclays.co.uk/investments You can also follow us on LinkedIn for more Barclays investment updates - www.linkedin.com/showcase/barclay…tal-investments/ And for Barclays Wealth Management updates - www.linkedin.com/company/barclays…ment-management/
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Jun 19, 2025 • 13min

#327 Crude moves. Banks pause. Dollar waits

This week, Sophie Barrington speaks with Francis Addai about the recent oil price spike, key takeaways from central bank meetings, and the outlook for the US dollar. To read news and insights from Barclays Wealth Management, visit https://www.barclays.co.uk/wealth-management/news-and-insights/investments/ To find out about starting your investment journey with Barclays, visit www.barclays.co.uk/investments You can also follow us on LinkedIn for more Barclays investment updates - www.linkedin.com/showcase/barclay…tal-investments/ And for Barclays Wealth Management updates - www.linkedin.com/company/barclays…ment-management/
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4 snips
Jun 12, 2025 • 21min

#326 Immigration and growth

Will Hobbs, an investment strategist at Barclays, shares his expertise on the complex interplay between immigration and economic growth. He critiques traditional economic indicators, highlighting how immigration drives innovation and cultural shifts. The discussion delves into the impact of mobile technology on mental health and examines modern political communication strategies. With an optimistic outlook on real wages and growth, Hobbs emphasizes the importance of ideas in fueling economic expansion amidst today's geopolitical dynamics.

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