EPISODE · Dec 17, 2025 · 35 MIN

Off-Consensus Views for 2026

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

Growth and Inflation Acceleration far above consensus Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:1. What did you make of the Fed decision - is it providing backdoor financing? 2. What are your big non-consensus ideas for 2026?3. How much does the choice of Fed chair change the outlook - and who do you prefer, Warsh or Hassett?

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Off-Consensus Views for 2026

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