EPISODE · Jul 4, 2025 · 34 MIN
Is America Great Again?
from GlobalData TS Lombard: Perkins Vs Beamish · host TS Lombard
Happy 4th of July to our US listeners!Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:1. Why are investors punishing the dollar and not the S&P?2. Big jobs number. No Fed cut until November?3. Are we now in a regime of fiscal dominance?
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Is America Great Again?
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