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    Parsys 1 
    RESEARCH | THE FLIP SIDE | EPISODE 66
    Will Trumponomics be incremental or transformational?
    Brad Rogoff Ajay Rajadhyaksha
    Contributors: Brad Rogoff & Ajay Rajadhyaksha

    11 Dec 2024

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    US President-elect Donald Trump has indicated his incoming Administration will make major policy changes on everything from tariffs to taxes, all with the potential to transform the global economy. Will Trump’s policies lead to sweeping economic change or will the effects be more incremental? In Episode 66 of The Flip Side, Brad Rogoff, Head of Research, and Global Chairman of Research, Ajay Rajadhyaksha, dive into these big questions.

    They examine the potential effects of implementing large-scale immigration reforms and deportations, which would have ripple effects on the labour market, particularly for industries reliant on undocumented workers. Brad and Ajay also explore the promise of deregulation, debating whether reducing regulatory hurdles for businesses can truly accelerate economic growth. Lastly, they tackle looming questions around tariffs and tax cuts, considering their potential to disrupt or stimulate trade and investment.

    Clients of Barclays Investment Bank can read further analysis of these topics in our “Q1 2025 Global Outlook” report on Barclays Live.

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    About the experts

    Brad Rogoff

    Global Head of Research

    Brad Rogoff is the Global Head of Research at Barclays, based in New York. He is also a member of the Barclays’ Investment Bank Management Team and serves on the US Executive Committee. In addition to his leadership role, Brad focuses his research on the US high yield, leveraged loan, CLO and private credit markets. Since 2009, Brad and his team have consistently been ranked in the top three by Extel in the High Yield Credit strategy category. Under Brad’s leadership, Barclays ranked #3 in the Extel Global Fixed Income Research survey in 2022, 2023 and 2024. Since joining Barclays in 2008, Brad has held a number of leadership roles across Research, including Head of FICC Research, Head of Credit Research and Head of Credit Strategy.

    Ajay Rajadhyaksha

    Global Chairman of Research

    Ajay Rajadhyaksha is Global Chairman of Research at Barclays, based in New York. He drives the global macro research and strategy effort, including economics, rates, FX, commodities, emerging markets, and asset allocation. Since joining Barclays in 2005, Ajay has held various positions, including Head of Macro Research, Co-Head of FICC Research and, before that, Head of US Fixed Income Research and US and European Securitised Research.

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