The Flip Side
The Flip Side
Podcast Description
This podcast series features a lively debate between two of Barclays’ Research analysts taking opposing viewpoints on timely topics of importance to economies and businesses around the globe.By hearing arguments and insights on both sides, we hope you will come away with a greater understanding of the economic implications of sometimes polarizing issues.
Podcast Insights
Content Themes
The podcast covers pressing economic issues such as US inflation trends, equity market performance comparisons between the US and Europe, and the impact of government policies on financial markets. For instance, episodes delve into the potential of European equities to outperform US markets, debates on inflation's relevance, and the implications of China's economic stimulus, among others.
This podcast series features a lively debate between two of Barclays’ Research analysts taking opposing viewpoints on timely topics of importance to economies and businesses around the globe.
By hearing arguments and insights on both sides, we hope you will come away with a greater understanding of the economic implications of sometimes polarizing issues.
The US consumer showed notable resilience over the holiday period, with retail sales and e-commerce activity remaining robust. Yet, beneath the surface, sentiment surveys signal caution, as consumer confidence hovers near multi-year lows. Against this backdrop, the primary question is whether strong spending can persist as households navigate inflation fatigue, policy changes, and widening economic bifurcation. In Episode 79 of The Flip Side podcast, Global Head of Research Brad Rogoff and US Cosmetics, Household, Personal Care & Beverages Research Analyst Lauren Lieberman debate the split between hard spending data and soft sentiment indicators. They explore the rise of value-focused shopping, the expansion of Buy Now Pay Later (BNPL) into essentials, and the outsized role of upper-income cohorts in driving aggregate demand. Clients of Barclays Investment Bank can read more on US consumer strategy with our latest reports on Barclays Live, including:
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