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GlobalData TS Lombard: Perkins Vs Beamish· Staffel 1· Folge 29

The Big Fed Conspiracy

Donnerstag, 27. November 2025 · 45 min

MP3

Shownotes

Fed Cut, AI and the UK Budget
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) Is a Fed rate cut now ON? What should we make of therecent FOMC dissent?

2) How is AI actually affecting the economy?

3) What do you make of the recent budgets in Japan andthe UK? What do the different market responses tell us about global markets?

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