AI: The macro game changer

While traditional macroeconomic factors such as labour markets, central bank policy and inflation are all important considerations for 2026, the economy is “going to live or die” by what happens with AI, according to Global Chairman of Research Ajay Rajadhyaksha.​​In the first Barclays Brief episode of 2026, Global Head of the Product Management Group Patrick Coffey welcomes Ajay back to discuss why AI is the dominant force shaping the global economy, and what risks and opportunities investors should watch out for as the story unfolds. ​​Listen in to get the big picture on what’s shaping markets this year.​​Listeners can hear more on this topic:​Barclays Brief #10 – Seismic Shifts: Agentic AI in Energy ​Barclays Brief # 11 – Credit markets: What’s ahead for 2026​Clients can read more on Barclays Live:​Macro Outlook: No turning back​​This content is for informational purposes only and does not constitute investment advice or a recommendation. Views expressed are those of the speakers and may not reflect those of the firm. Any forward-looking statements are based on current assumptions and subject to risks and uncertainties.Important Content Disclosures​Important non-Research Content Disclosures​​