Off-Consensus Views for 2026
From GlobalData TS Lombard: Perkins Vs Beamish by TS Lombard
December 17, 2025 · 35 min · Season 1 · Episode 30
About this episode
The episode discusses off-consensus views on growth and inflation for 2026 with insights from Dario Perkins and Freya Beamish.
Growth and Inflation Acceleration far above consensus Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) 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?
People in this episode
Host: Andrew Slazenger
Guests: Dario Perkins, Freya Beamish
Topics covered
- growth
- inflation
- Fed decision
- non-consensus ideas
- economic outlook
Keywords
- growth
- inflation
- Fed decision
- 2026
- non-consensus
- economic outlook
- Warsh
- Hassett
Mentioned in this episode
Organizations: Fed
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- Tipping point? · April 30, 2026 · 35 min
- What Crisis? Why The Market Doesn't Care · April 17, 2026 · 33 min
- Recession like it's 1990? · March 25, 2026 · 47 min
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