
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
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