About this episode
Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:
- Has the war in Iran upended your reacceleration thesis?
- How will central banks respond - is this like 2022, when they all hiked aggressively?
- Will recent market moves - strong USD, RoW underperformance - reverse if Trump TACOs?
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