The Big Fed Conspiracy
From GlobalData TS Lombard: Perkins Vs Beamish by TS Lombard
November 27, 2025 · 45 min · Season 1 · Episode 29
About this episode
The episode discusses the potential for a Fed rate cut, the impact of AI on the economy, and recent budgets in Japan and the UK.
Fed Cut, AI and the UK Budget 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) Is a Fed rate cut now ON? What should we make of therecent FOMC dissent? 2) How is AI actually affecting the economy? 3) What do you make of the recent budgets in Japan andthe UK? What do the different market responses tell us about global markets?
People in this episode
Host: Andrew Slazenger
Guests: Dario Perkins, Freya Beamish
Topics covered
- Fed rate cut
- AI impact on economy
- UK Budget
- Japan Budget
- global markets
Keywords
- Fed rate cut
- AI
- UK Budget
- Japan Budget
- FOMC
- global markets
- economic impact
Sponsors
TS Lombard
Mentioned in this episode
Organizations: FOMC
Places: Japan, UK
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- US Meltup, UK Meltdown · May 13, 2026 · 39 min
- 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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