GlobalData TS Lombard: Perkins Vs Beamish

Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:
Has the war in Iran upended your reacceleration thesis?
How will central banks respond - is this like 2022, when they all hiked aggressively? 
Will recent market moves - strong USD, RoW underperformance - reverse if Trump TACOs?

Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:
1) Does every AI scenario now lead to disaster?
2) Can we stop worrying about tariffs after the Supreme Court ruling?
3) Is the global monetary cycle now turning?

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?

And Japan Vs MMT
Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:
1. What are the lessons from Trump at Davos? Should we just ignore his chaos now?

2. Hassett seems to have dropped out - would Warsh or Rieder be as aggressive in pushing lower rates?

3. To quote Robin Brooks, “Is Japan where MMT goes to die?" Does this matter for global markets?

Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:
1.     What are our new year resolutions?

2.     What do you make of the latest Fed-Trump spat- does this change things?

3.     Will Trump's affordability drive work?

4.     Can productivity revival save US from inflation in 2026?