Iran: An Oily TACO Enough?

Iran: An Oily TACO Enough?

From GlobalData TS Lombard: Perkins Vs Beamish by TS Lombard

March 11, 2026 · 41 min

About this episode

The episode discusses the implications of the war in Iran on economic forecasts and central bank responses.

Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer: Has the war in Iran upended your reacceleration thesis? How will central banks respond - is this like 2022, when they all hiked aggressively? Will recent market moves - strong USD, RoW underperformance - reverse if Trump TACOs?

People in this episode

Host: Andrew Slazenger

Guests: Dario Perkins, Freya Beamish

Topics covered

  • Iran
  • central banks
  • market moves
  • investing
  • economic impact

Keywords

  • Iran
  • central banks
  • market moves
  • USD
  • reacceleration thesis

Mentioned in this episode

Organizations: Trump

Places: Iran

More episodes of GlobalData TS Lombard: Perkins Vs Beamish

Explore listener stats, chart rankings, contacts and more on the GlobalData TS Lombard: Perkins Vs Beamish podcast page.