GlobalData TS Lombard: Perkins Vs Beamish

Off-Consensus Views for 2026


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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?

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GlobalData TS Lombard: Perkins Vs BeamishBy TS Lombard

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