GlobalData TS Lombard: Perkins Vs Beamish  cover image

GlobalData TS Lombard: Perkins Vs Beamish

The End of US Exceptionalism?

Jan 23, 2025
28:46

Dario Perkins, MD Global Macro, and Freya Beamish, Chief Economist debate the three key client questions:

1.    Someone at Davos said the business cycle doesn't matter anymore. Should that terrify us?


2.    What have we learnt from Trump so far?


3.    Is the US exceptionalism trade still right?


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