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GlobalData TS Lombard: Perkins Vs Beamish
GlobalData TS Lombard: Perkins Vs Beamish

The Coming Fed Rate Shock

43 min11 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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