
GlobalData TS Lombard: Perkins Vs Beamish
The Coming Fed Rate Shock
Donnerstag, 11. Juni 2026 · 43 min
Kapitelklicken springt direkt hin
Shownotes
3-4 Fed Rate Hikes next year.
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 would make you turn more bullish on AI?
2) Which central bank is going to hike the most?
3) Is your US reacceleration thesis back on track?