
GlobalData TS Lombard: Perkins Vs Beamish
The Coming Fed Rate Shock
43 min•11 juni 2026
Om avsnittet
3-4 Fed Rate Hikes next year.
Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:
1) What would make you turn more bullish on AI?
2) Which central bank is going to hike the most?
3) Is your US reacceleration thesis back on track?
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