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Index/Finance/GlobalData TS Lombard: Perkins Vs Beamish
GlobalData TS Lombard: Perkins Vs Beamish artwork

The Coming Fed Rate Shock

GlobalData TS Lombard: Perkins Vs Beamish · 2026-06-11 · 43 min

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Episode notes

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?

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