GlobalData TS Lombard: Perkins Vs Beamish

• The Big Fed Conspiracy

  Fed Cut, AI and the UK BudgetAndrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:1) Is a Fed rate cut now ON? What should we make of therecent FOMC dissent? 2) How is AI actually affecting the economy? 3) What do you make of the recent budgets in Japan andthe UK? What do the different market responses tell us about global markets?

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• The Big Short 2.0

  Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:1) Are you more worried by strains in US money markets or equity markets?(2) Will Trump's tariff rebates stoke inflation? (3) How should central banks respond to the AI boom?

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• Fed Hikes in 2026?

  Multiple 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) Fed Reaction - what happens next?2) Is the K-shaped economy sustainable? Are you worried about credit cockroaches? 3) How is the world looking outside the US? Is the bull case for non-US assets still intact?

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• How the Cycle Ends and the Bubble Bursts

  Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:1) Trade War Escalation: Will markets care?2) No Recession this year - How/When does this cycle end? 3) What could burst the AI bubble?

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• Reaccelerating into an Inflation Crisis?

  Immigration vs Inflation and AI vs Recession.Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:1) Does the government shutdown matter? 2) Would the US already be in recession without AI?3) Are deportations inflationary or deflationary? 

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