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GlobalData TS Lombard: Perkins Vs Beamish

The Warsh Fed and The Trade of The Decade

Mittwoch, 11. Februar 2026 · 42 min

MP3

Shownotes

Sell US and Buy RoW

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 latest US jobs report?
2. How will Warsh change the Fed?
3. Can the "anything but US tech" trade continue - is this bullish for RoW, and especially for EM?

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