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GlobalData TS Lombard: Perkins Vs Beamish· Staffel 1· Folge 20

Is America Great Again?

Freitag, 4. Juli 2025 · 35 min

MP3

Shownotes

Happy 4th of July to our US listeners!
Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer:

1. Why are investors punishing the dollar and not the S&P?
2. Big jobs number. No Fed cut until November?
3. Are we now in a regime of fiscal dominance?

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