EPISODE · Jan 23, 2025 · 28 MIN
The End of US Exceptionalism?
from GlobalData TS Lombard: Perkins Vs Beamish · host TS Lombard
Dario Perkins, MD Global Macro, and Freya Beamish, Chief Economist debate the three key client questions: 1. Someone at Davos said the business cycle doesn't matter anymore. Should that terrify us? 2. What have we learnt from Trump so far? 3. Is the US exceptionalism trade still right?
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This episode is 28 minutes long.
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This episode was published on January 23, 2025.
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