Word on the Street

In an extra episode responding to the weekend’s news, Miles Sherry and Will Hobbs consider the threat posed by increasing trade tariffs and appropriate actions from investors. To read insights from Barclays Investment Bank, visit https://www.ib.barclays/our-insights.html?cid=chartable_site_pbpodcast 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 - https://www.linkedin.com/showcase/barclays-digital-investments/ And for Barclays Wealth Management updates - https://www.linkedin.com/company/barclays-wealth-and-investment-management/

The busy start to the year for markets is showing no sign of letting up anytime soon. This week, Luke Pearce and Sophie Barrington discuss whether DeepSeek’s announcements are enough to roil the AI rally, the latest actions from the US Federal Reserve and European Central Bank, and whether the rise in UK gilt yields is behind us. To read insights from Barclays Investment Bank, visit www.ib.barclays/our-insights.html…le_site_pbpodcast 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.linkedi

Francis Addai, an expert at Barclays Bank known for his insights on market analysis, joins Sophie Barrington to unpack the latest in the financial world. They dive into the turmoil in the UK economy, scrutinizing rising debt levels and government bond yields. Addai also discusses the potential impact of President Trump’s policies on market fluctuations, including currency volatility and trade tariffs. The conversation highlights how Trump's unique communication style shapes market dynamics, offering a fresh perspective on the current economic landscape.

Delve into the choppy waters of financial markets as experts discuss potential investment opportunities amid political shifts. The UK economy faces mixed signals from inflation and interest rates, igniting cautious optimism. Explore the ethical side of economic growth and the societal costs tied to sustainability. Discover how technology is reshaping job markets and the implications of generative AI. Finally, learn smart investing strategies to navigate volatility, emphasizing the critical role of consumer health in driving demand.

The hosts dive into the UK’s economic outlook, lamenting a rocky start for its assets. They tackle rising US interest rates and currency fluctuations. There’s a candid look at government spending and tariffs post-leadership change, with potential inflation discussions. The looming risk of a US economic bubble is discussed, alongside the important role of diversification. Emerging technologies, particularly general AI, are also linked to market behavior, underscoring how innovation shapes economic dynamics.

We’re thrilled to announce that Word on the Street has reached 300 episodes! We’ve had some fantastic guests over the years, who have shared invaluable insights during some very turbulent times. This week, Will Hobbs and Miles Sherry address some of the most common client worries of the moment, from lower expected returns to potential bubbles, tariffs and trade, and plenty more in between. This is the last recording of the year and, as such, comes with best wishes for the season to you and your loved ones from the team here at Barclays. To read Barclays Private Bank's "Outlook 2024" report, visit privatebank.barclays.com/insights/202…utlook-2024/ To read insights from Barclays Investment Bank, visit www.ib.barclays/our-insights.html…le_site_pbpodcast 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/

Join Francis Addai and Sophie Barrington as they reflect on what's been happening in markets over the last week or so. With all the political turmoil in Europe, in addition to a weakening economy, they discuss the outlook for the region, before turning their attention to China. To read Barclays Private Bank's "Outlook 2024" report, visit privatebank.barclays.com/insights/202…utlook-2024/ To read insights from Barclays Investment Bank, visit www.ib.barclays/our-insights.html…le_site_pbpodcast 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/

Will Hobbs and Sophie Barrington reflect on the highs and lows of 2024, and preview the key threats and opportunities for investors in the year ahead. Could 2025 see the US dollar and Magnificent Seven lose some of their shine? And how might incoming President Trump’s policies impact bond markets and the wider economy? To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank.barclays.com/insights/2023/november/outlook-2024/ To read insights from Barclays Investment Bank, visit https://www.ib.barclays/our-insights.html?cid=chartable_site_pbpodcast 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 - https://www.linkedin.com/showcase/barclays-digital-investments/ And for Barclays Wealth Management updates - https://www.linkedin.com/company/barclays-wealth-and-investment-management/

This week, Francis Addai and Sophie Barrington catch up in the studio to mull over the key topics on investors’ minds. Tune in to hear about recent market moves, geopolitical risks, the potential for the UK economy, and what to make of the initial readings of the next US administration. To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank.barclays.com/insights/2023/november/outlook-2024/ To read insights from Barclays Investment Bank, visit https://www.ib.barclays/our-insights.html?cid=chartable_site_pbpodcast 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 - https://www.linkedin.com/showcase/barclays-digital-investments/ And for Barclays Wealth Management updates - https://www.linkedin.com/company/barclays-wealth-and-investment-management/

Tune in as Will Hobbs and Miles Sherry chew the fat on the prospects for an entirely new world order confronting investors, following a clean sweep for the Republican Party in last week's US elections. To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank.barclays.com/insights/2023/november/outlook-2024/ To read insights from Barclays Investment Bank, visit https://www.ib.barclays/our-insights.html?cid=chartable_site_pbpodcast 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 - https://www.linkedin.com/showcase/barclays-digital-investments/ And for Barclays Wealth Management updates - https://www.linkedin.com/company/barclays-wealth-and-investment-management/