GlobalData TS Lombard: Perkins Vs Beamish
The End of US Exceptionalism?
29 min•23 januari 2025
Om avsnittet
Dario Perkins, MD Global Macro, and Freya Beamish, Chief Economist debate the three key client questions:
1. Someone at Davos said the business cycle doesn't matter anymore. Should that terrify us?
2. What have we learnt from Trump so far?
3. Is the US exceptionalism trade still right?
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