Скачать или смотреть Why This Barclays Analyst Says Retail Tariff Shock Hasn’t Hit Yet | WSJ’s Take On the Week

In this week's episode of WSJ’s Take On the Week, co-host Gunjan Banerji and guest co-host Miriam Gottfried dive into the big questions around the AI trade after last week's stumble. Could Nvidia’s earnings this week shift things back? Meanwhile, Gunjan points out a shift under the market’s surface: a rotation into blue chips as tech takes a back seat. Plus, earnings from Target and Walmart offer mixed signals on retail.

Later, Miriam and Adrienne Yih, senior retail analyst at Barclays, are set to dive into the impact of tariffs on companies such as American Eagle Outfitters, Gap and Abercrombie & Fitch. Then, Yih tells Miriam why this back-to-school season is important for apparel retailers. Our last take: Which retailer has the most pricing power right now?

Chapters:
00:00 Intro
00:24 Is the A.I. trade running out of steam?
01:51 Nvidia's earnings: the market's ‘Super Bowl’
02:32 A market rotation into blue-chip stocks
04:17 Target and Walmart earnings
07:07 Barclays on how tariffs are affecting retailers
09:40 When will shoppers feel the full impact of price hikes?
11:35 When will we see tariffs priced into the stock?
12:21 The high-stakes gamble of fashion inventory
13:46 Why back-to-school is a crucial predictor for holiday sales
15:43 The retailers that benefit from rising prices
17:10 A historical lesson from the 2011 cotton bubble
19:12 The new normal for online vs. in-store shopping
21:48 The one retailer with the most pricing power right now

This is WSJ’s Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street’s banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead.

Have an idea for a future guest or episode? How can we better help you take on the week? We’d love to hear from you. Email the show at [email protected].

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