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

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• Recession like it's 1990? · March 25, 2026 · 47 min
• The AI Doomsday Machine · February 25, 2026 · 39 min
• The Warsh Fed and The Trade of The Decade · February 11, 2026 · 42 min
• TACO Can't Save The Dollar · January 28, 2026 · 39 min
• Powell vs Trump - It's WAR · January 12, 2026 · 40 min

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