GlobalData TS Lombard: Perkins Vs Beamish
Off-Consensus Views for 2026
35 min•17 december 2025
Om avsnittet
Growth and Inflation Acceleration far above consensus
Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:
1. What did you make of the Fed decision - is it providing backdoor financing?
2. What are your big non-consensus ideas for 2026?
3. How much does the choice of Fed chair change the outlook - and who do you prefer, Warsh or Hassett?
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