Navigated to Off-Consensus Views for 2026

Off-Consensus Views for 2026

Dec 17, 2025
35 mins

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Episode Description

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?

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