
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?
Host: Andrew Slazenger
Guests: Dario Perkins, Freya Beamish
Organizations: TS Lombard
Explore listener stats, chart rankings, contacts and more on the GlobalData TS Lombard: Perkins Vs Beamish podcast page.