EPISODE · Mar 11, 2026 · 41 MIN

Iran: An Oily TACO Enough?

from GlobalData TS Lombard: Perkins Vs Beamish · host TS Lombard

Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:Has the war in Iran upended your reacceleration thesis?How will central banks respond - is this like 2022, when they all hiked aggressively? Will recent market moves - strong USD, RoW underperformance - reverse if Trump TACOs?

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Iran: An Oily TACO Enough?

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