Markets Weekly podcast (12 January 2026): Fixed income special

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.

You can listen to Markets Weekly podcast (12 January 2026): Fixed income special online on Radio and Podcast. Open the player on this page to stream the available audio.

Markets Weekly podcast (12 January 2026): Fixed income special is an episode from Barclays Private Bank Podcasts by Barclays Private Bank.

This episode is 0:24 long.

This episode was published on Jan 12, 2026.

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