GlobalData TS Lombard: Perkins Vs Beamish

The Warsh Fed and The Trade of The Decade

February 11, 2026·42 min
Episode Description from the Publisher

Sell US and Buy RoWAndrew 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 latest US jobs report? 2.     How will Warsh change the Fed? 3.     Can the "anything but US tech" trade continue - is this bullish for RoW, and especially for EM?

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