GlobalData TS Lombard: Perkins Vs Beamish

Iran: An Oily TACO Enough?


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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:

  1. Has the war in Iran upended your reacceleration thesis?
  2. How will central banks respond - is this like 2022, when they all hiked aggressively? 
  3. Will recent market moves - strong USD, RoW underperformance - reverse if Trump TACOs?


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GlobalData TS Lombard: Perkins Vs BeamishBy TS Lombard

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