Word on the Street

Barclays
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May 8, 2025 • 13min

#321 Rate cuts and stock market resilience

This week, Sophie Barrington talks to Francis Addai about resilient global stock markets despite tariff risks, the divergence between soft and hard economic data, and the Bank of England’s latest interest rate announcement. 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/
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May 1, 2025 • 15min

#320 Trumponomics – an updated survival guide

Sophie Barrington talks to Will Hobbs about the latest developments in the global economy and capital markets, from the Magnificent Seven’s earnings reports to President Trump’s rapidly evolving trade war. 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/
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7 snips
Apr 24, 2025 • 35min

#319 Lessons from Brexit, Truss and Liberation Day

Miles Sherry talks to Portfolio Manager Stephen Peters and Will Hobbs about the latest developments in the trade war and what lessons investors can learn from two British shocks. 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/
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6 snips
Apr 17, 2025 • 25min

#318 Is America’s golden era over?

The hosts dive into the turbulent financial landscape, discussing the U.S. dollar's future and a possible global recession. They dissect how wealth distribution impacts stock markets and the disconnect between public sentiment and manufacturing job security. The complexities of U.S.-China trade negotiations are examined, highlighting tariffs and historical contexts. Government spending and its repercussions on debt and aid are scrutinized, while the Federal Reserve's strategies for economic stabilization are also explored, accompanied by a hopeful take on humanity.
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Apr 10, 2025 • 11min

#317 US tariffs: A welcome reprieve

Francis Addai and Sophie Barrington discuss President Trump’s temporary pause on most US tariffs, and the potential implications for global markets and US interest rates. 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/
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7 snips
Apr 7, 2025 • 25min

#316 US trade shock

Financial markets are reeling from new US tariff policies, with a universal 10% tax on imports stirring up complex reactions. Investor sentiment is shaken, leading to sell-offs in equities and shifts in bond yields. The discussion delves into the challenges of navigating this economic uncertainty, as inflation worries mount. Experts emphasize the importance of long-term investment strategies and consider the Federal Reserve's role in tackling these turbulent times. History and technology's impact on predictions also come into play.
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Apr 3, 2025 • 26min

#315 Liberation Day

Will Hobbs and Sophie Barrington discuss the latest moves in markets following the seismic tariff announcements from the Oval Office. 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/
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Mar 26, 2025 • 18min

#314 Spring Statement 2025

In this special podcast, Will Hobbs and Sonia Fernandes discuss the key announcements from the Spring Statement and what they may mean for 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/
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4 snips
Mar 20, 2025 • 21min

#313 Surprising the Street

Explore the major market shifts as central banks announce new strategies. Germany's hefty spending package aims to invigorate growth, boosting European assets and the euro. Discover how China's consumption-focused stimulus contrasts with evolving U.S. economic trends. Learn about the Federal Reserve's balancing act in a slowing labor market and inflation worries. All this reveals a landscape ripe for investment opportunities and strategic financial positioning.
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10 snips
Mar 13, 2025 • 28min

#312 Tech bubble?

In this discussion, Ben Rogoff, Fund Manager at Polar Capital with over two decades in tech investments, shares his insights on the ongoing AI revolution. He explores how tech is reshaping market dynamics and contrasts today's giants with those of the past. The conversation dives into the societal impacts of AI advancements, from job market disruptions to international tech competition. Rogoff also stresses the importance of investing wisely amidst technological changes, highlighting the need for innovative strategies in a rapidly evolving landscape.

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