{"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":"Inflation crosscurrents: Energy vs AI","slug":"inflation-crosscurrents-energy-vs-ai","published_at":"2026-05-12T08:00:00+00:00","page_url":"https://stenobird.com/podcast/barclays-brief-7527145/inflation-crosscurrents-energy-vs-ai","show_page_url":"https://stenobird.com/podcast/barclays-brief-7527145","url":"https://www.ib.barclays/","audio_url":"https://episodes.captivate.fm/episode/185ab026-4772-4c5c-8722-384baff28147.mp3","summary":"Markets are facing two competing inflation stories at the same time: a near‑term energy shock pushing inflation risks higher, and the possibility that AI acts as a medium to longer-run disinflationary force.​ In this episode of Barclays Brief, Patrick Coffey, Global Head of the Product Management, sits down with Jon Hill, Head of US Inflation Strategy, to break down how energy price spikes feed into headline versus core inflation, what breakevens and real yields are signalling, and how central banks may respond to energy shocks they can’t control. ​ They also discuss whether core inflation dynamics are drifting back toward a pre‑COVID structure, and how AI could shape the path ahead through productivity, wages and margins.​ ​​Listeners can hear more on this topic:​​​ Jet fuel shortage: Holidays at risk? ​ European rates: Inflation & AI waves collide ​ ​​Clients can read more on Barclays Live:​​ The view from overseas ​ A Claudy inflation outlook ​ ​ Important Content Disclosures ​","meta_description":"Markets are facing two competing inflation stories at the same time: a near‑term energy shock pushing inflation risks higher, and the possibility that AI…","key_points":[],"chapters":[],"topics":[],"duration_seconds":745,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/barclays-brief-7527145/episodes/inflation-crosscurrents-energy-vs-ai/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/inflation-crosscurrents-energy-vs-ai.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}