The End of US Exceptionalism?

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Recorded23 Jan 2025

Publisheranchor.fm ↗

Handlerec:9506756

Show notes

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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“What did the council decide on item 42?” — answered with the speaker and the moment.

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