Sell US and Buy RoW

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

1.     What did you make of the latest US jobs report?

2.     How will Warsh change the Fed?

3.     Can the "anything but US tech" trade continue - is this bullish for RoW, and especially for EM?

And Japan Vs MMT

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

1. What are the lessons from Trump at Davos? Should we just ignore his chaos now?

2. Hassett seems to have dropped out - would Warsh or Rieder be as aggressive in pushing lower rates?

3. To quote Robin Brooks, “Is Japan where MMT goes to die?" Does this matter for global markets?

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

1.     What are our new year resolutions?

2.     What do you make of the latest Fed-Trump spat- does this change things?

3.     Will Trump's affordability drive work?

4.     Can productivity revival save US from inflation in 2026?

Growth and Inflation Acceleration far above consensus

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

1.   What did you make of the Fed decision - is it providing backdoor financing?

2.  What are your big non-consensus ideas for 2026?

3.  How much does the choice of Fed chair change the outlook - and who do you prefer, Warsh or Hassett?

Fed Cut, AI and the UK Budget

Andrew 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?

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?

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?

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?

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?

When it bursts, will it crash the economy?

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

1) Is the Labour market starting to crack?

2) Are bonds and equities saying completely different things about the macro outlook?

3) Is AI a bubble (and could it crash the economy)?