EPISODE · Jun 11, 2026 · 42 MIN
The Coming Fed Rate Shock
from GlobalData TS Lombard: Perkins Vs Beamish · host TS Lombard
3-4 Fed Rate Hikes next year. Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) 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?
What this episode covers
3-4 Fed Rate Hikes next year. Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) 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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The Coming Fed Rate Shock
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