GlobalData TS Lombard: Perkins Vs Beamish
The Warsh Fed and The Trade of The Decade
42 min•11 februari 2026
Om avsnittet
Sell US and Buy RoW
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 latest US jobs report?
2. How will Warsh change the Fed?
3. Can the "anything but US tech" trade continue - is this bullish for RoW, and especially for EM?
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