{"podcast":{"title":"Barclays Brief","slug":"barclays-brief-7527145","podcast_index_feed_id":7527145,"rss_url":"https://feeds.captivate.fm/barclays-brief/","website_url":"https://www.ib.barclays/","image_url":"https://artwork.captivate.fm/d41a4726-c7af-47ac-9aa6-b82ce87ecc42/xcKfJ_bct0mXN2Jb_hpiUP5y.jpg","author":"Barclays Investment Bank","episode_count":39,"summary":"In a world of constant change, Barclays Brief is your weekly source for differentiated perspectives that cut through the noise. Each bite-sized episode delivers clear insights into the structural trends transforming sectors – from technology and healthcare to energy, industrials and beyond. Through sharp dialogue and scenario-based analysis, we help you navigate complexity, make meaningful connections and anticipate what’s next – whether you’re managing a portfolio or leading a business. Each week we dig deep into a key market theme, spanning equities, macro, credit and more, uncovering the forces shaping tomorrow to help you make smarter decisions today. Stay sharp. Stay briefed. Published by Barclays Investment Bank: https://www.ib.barclays/ Important content disclosures: https://www.ib.barclays/disclosures/important-content-disclosures.html Important non-Research content disclosures: https://www.ib.barclays/disclosures/important-nonresearch-content-disclosures.html","last_synced_at":"2026-06-30T22:17:21.883339+00:00","page_url":"https://stenobird.com/podcast/barclays-brief-7527145"},"episode":{"title":"Decoding the bond sell-off","slug":"decoding-the-bond-sell-off","published_at":"2026-05-19T08:00:00+00:00","page_url":"https://stenobird.com/podcast/barclays-brief-7527145/decoding-the-bond-sell-off","show_page_url":"https://stenobird.com/podcast/barclays-brief-7527145","url":"https://www.ib.barclays/","audio_url":"https://episodes.captivate.fm/episode/f8310b10-2741-48be-b606-df65da2f56cb.mp3","summary":"Global bond yields have been rising sharply, with long-term yields breaking higher across multiple markets - pushing US 30‑year yields above 5%.​ The sell-off was initially triggered by energy-linked inflation resulting from the Iran war, but increasingly reflects a broader, cross‑market re-pricing, with fiscal pressures, shifting rate expectations and signs of bear‑flattening emerging in key markets.​ In this episode of the Barclays Brief, Lucile Flight, Managing Director in Rates Trading, joins Patrick Coffey to examine what’s driving the move in different regions – from political uncertainty shaping UK gilts to changing views on neutral rates in the US and a dialled-back ECB response in Europe. ​ They discuss what could bring yields down again and where investors are seeing the most compelling opportunities across global rates.​ Listeners can hear more on this topic:​​​ Inflation crosscurrents: Energy vs AI ​ European rates: Inflation & AI waves collide ​ Clients can read more on Barclays Live:​​ Thinking Macro: No saving grace ​ Federal Reserve Commentary: What would trigger a 2026 Fed hike? United Kingdom Outlook: What a week... Global Economics Weekly: Leaders meet and bonds shriek","meta_description":"Global bond yields have been rising sharply, with long-term yields breaking higher across multiple markets - pushing US 30‑year yields above 5%.​ The sell…","key_points":[],"chapters":[],"topics":[],"duration_seconds":677,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/barclays-brief-7527145/episodes/decoding-the-bond-sell-off/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/barclays-brief-7527145/decoding-the-bond-sell-off.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}