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?
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This episode is 42 minutes long.
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This episode was published on June 11, 2026.
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