TACO Can't Save The Dollar
From GlobalData TS Lombard: Perkins Vs Beamish by TS Lombard
January 28, 2026 · 39 min
About this episode
The episode discusses lessons from Trump at Davos, potential shifts in monetary policy, and the implications of MMT in Japan for global markets.
And Japan Vs MMT 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 are the lessons from Trump at Davos? Should we just ignore his chaos now? 2. Hassett seems to have dropped out - would Warsh or Rieder be as aggressive in pushing lower rates? 3. To quote Robin Brooks, “Is Japan where MMT goes to die?" Does this matter for global markets?
People in this episode
Host: Andrew Slazenger
Guests: Dario Perkins, Freya Beamish
Topics covered
- US politics
- monetary policy
- global markets
- MMT
- Japan
- interest rates
Keywords
- Trump
- Davos
- MMT
- Japan
- interest rates
- monetary policy
- global markets
- Hassett
- Warsh
- Rieder
Mentioned in this episode
Places: Japan, Davos
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