Risk-on scenarios and geographic breadth

Growth and Inflation Acceleration far above consensus

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 did you make of the Fed decision - is it providing backdoor financing?

2.  What are your big non-consensus ideas for 2026?

3.  How much does the choice of Fed chair change the outlook - and who do you prefer, Warsh or Hassett?