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GlobalData TS Lombard: Perkins Vs Beamish· Staffel 1· Folge 25

Reaccelerating into an Inflation Crisis?

Donnerstag, 2. Oktober 2025 · 42 min

MP3

Shownotes

Immigration vs Inflation and AI vs Recession.
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) Does the government shutdown matter?
2) Would the US already be in recession without AI?
3) Are deportations inflationary or deflationary?

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