The Coming Fed Rate Shock
From GlobalData TS Lombard: Perkins Vs Beamish by TS Lombard
June 11, 2026 · 43 min
About this episode
The episode discusses potential Fed rate hikes and their implications on AI and the US economy.
3-4 Fed Rate Hikes next year. 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 would make you turn more bullish on AI? 2) Which central bank is going to hike the most? 3) Is your US reacceleration thesis back on track?
People in this episode
Host: Andrew Slazenger
Guests: Dario Perkins, Freya Beamish
Topics covered
- Fed Rate Hikes
- AI
- Central Banks
- US Economy
- Investment Strategies
Keywords
- Fed Rate Hikes
- AI
- Central Banks
- US Economy
- Investment
Mentioned in this episode
Organizations: TS Lombard
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