Word on the Street

Barclays
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Sep 11, 2025 • 16min

#339 US employment and gold’s inexorable rise

This week, Sophie Barrington talks to Francis Addai about the market implications of the latest US employment revisions, as well as the outlook for gold after its prolonged rally. 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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Sep 4, 2025 • 12min

#338 Back to work

This week, Francis Addai and Sean Markowicz discuss long-term global debt concerns, the UK Budget and the upcoming US jobs report. 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 28, 2025 • 16min

#337 Style dispersion

This week, Luke Pearce talks to Sophie Barrington about the shift in performance between growth and value stocks. They also discuss Federal Reserve Chairman Powell’s market-moving speech from Jackson Hole, as well as the latest political situation in France. 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 21, 2025 • 13min

#336 Summertime ruminations

In this engaging discussion, Sean Markowicz, a financial markets expert from Barclays Bank, shares insights on current UK and US inflation trends. He reveals underlying pressures in service and food prices affecting market decisions. The talk also navigates labor market uncertainties and how tariffs influence economic conditions. Sean highlights the resilience of the stock market despite economic concerns and underscores the importance of global diversification in investment strategies. Get ready for a nuanced take on today's financial landscape!
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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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