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Shownotes
Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) 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?