Negative headlines, resilient markets

On this episode

About this episode

Markets have spent much of 2026 confronting higher bond yields, tighter central bank policy and elevated oil prices. By historical standards, that should have been enough to derail growth. Instead, markets and the global economy have continued to surprise to the upside. In this episode of Barclays Brief, host Ronnie Wexler is joined by Ajay Rajadhyaksha, Global Chairman of Research, to discuss the thinking behind Barclays Research's latest Global Outlook, Reluctantly Optimistic . They explore why the traditional relationship between higher rates and weaker growth appears to be weakening, and how a powerful AI investment cycle is helping sustain economic momentum. The conversation also…