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GlobalData TS Lombard: Perkins Vs Beamish· Staffel 1· Folge 30

Off-Consensus Views for 2026

Mittwoch, 17. Dezember 2025 · 35 min

MP3

Shownotes

Growth and Inflation Acceleration far above consensus
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. What did you make of the Fed decision - is it providing backdoor financing?
2. What are your big non-consensus ideas for 2026?
3. How much does the choice of Fed chair change the outlook - and who do you prefer, Warsh or Hassett?

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