businessJan 12, 20260:24pending
Markets Weekly podcast (12 January 2026): Fixed income special
About this episode
In this week's podcast, Michel Vernier, Head of Fixed Income Strategy, joins host Julien Lafargue to reflect on the bond markets in 2025 and provide insights on what will be the driving forces in 2026. They discuss if central banks are done with interest rate cuts and if the bond markets are too complacent about the inflation outlook. Additionally, they explore what large-scale, AI-related capital expenditure means for credit markets.
Get every episode summarized
Each time Barclays Private Bank Podcasts publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Barclays Private Bank Podcasts
Markets Weekly podcast (11 May 2026): UK local elections special
Barclays Private Bank Podcasts
May 11, 20260:24pending
Markets Weekly podcast (5 May 2026): Fixed income special
Barclays Private Bank Podcasts
May 5, 20260:26pending
Markets Weekly podcast (27 April 2026): Liberation Day – one year on
Barclays Private Bank Podcasts
Apr 27, 20260:25failed
Markets Weekly podcast (20 April 2026): Is a peace deal in reach?
Barclays Private Bank Podcasts
Apr 20, 20260:14failed