Iran: An Oily TACO Enough? - podcast episode cover

Iran: An Oily TACO Enough?

Mar 11, 202641 min
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Episode description

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. Has the war in Iran upended your reacceleration thesis?
  2. How will central banks respond - is this like 2022, when they all hiked aggressively? 
  3. Will recent market moves - strong USD, RoW underperformance - reverse if Trump TACOs?


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