GlobalData TS Lombard: Perkins Vs Beamish

Andrew Slazenger (reach out for a free trial; institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:
The September FOMC - hike or no hike?
What do you make of the recent selloff in bonds? At what level will yields start to damage equities?
How do you assess growth prospects outside the US? Are you still bullish Europe? Worried about Japan? What about China - recent data have been weak
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Andrew Slazenger (reach out for a free trial; institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:
Busy week of central bank meetings - what were the takeaways?
What does a world without forward guidance look like
When will this cycle end?

Andrew Slazenger (reach out for a free trial; institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:
Are Fed hikes still a possibility given the latest data?
AI stocks look jittery - are we close to the end of the boom?
Is it time to turn bullish on UK bonds and equities?

Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:

Do you believe Kevin Warsh's hawkish start as Fed chair?
What do you make of the latest BIS warning about an AI crash? How much damage would this inflict on the global economy?
Why is the market ignoring this latest bout of UK political instability?

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?