GlobalData TS Lombard: Perkins Vs Beamish

Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) 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: andrew.slazenger@tslombard.com) 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?

Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer:

Are we in a bubble?
Is it reasonable to expect just one or two hikes from the world's central banks?
Should we be alarmed by the recent selloff in govt bonds?

Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer:
Strait still closed: how long until this matters again?
Odds for a late-90s style meltup in US stocks?
Has the UK's latest political crisis dashed any hope for an economic revival?
What will Xi and Trump talk about?

Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer:
Still no Iran resolution - are we close to a tipping point?
Powell's legacy as Fed chair? What will Warsh do? And what about the ECB and other central banks?
Is US exceptionalism coming back - is the dollar about to rip?