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GlobalData TS Lombard: Perkins Vs Beamish: Daily Summaries Delivered
by TS Lombard
Dario Perkins and Freya Beamish, two economists at TS Lombard, answer three of the top current client questions. The questions focus on what is currently driving financial markets. Our client base comprises asset managers, investment banks, pension funds, wealth managers, insurance, private equity and hedge funds.
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- 1 weeks ago42 min
AI Crash: Is This It?
Read for Free: The Perkini ReportAndrew Slazenger (reach out for a free trial; institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer:1. Is this it? What is the soft landing level of AI capex? 2. Are you sure yields would fall in an AI crash - what about the fiscal situation? 3. Is global decoupling from an AI crash really plausible?
- Oct 12, 202642 min
Bond Bulls Beware
Can we forget about a sovereign debt crisis? Andrew Slazenger (reach out for a free trial; institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer:Are we in an era of fiscal dominance?What would it take for you to turn bullish on govt bonds?Will the rally in the US dollar continue?What were the main takeaways from the TSL Summit?
- Sep 25, 202643 min
Buy the Bond Blow-Up?
We got the hike; what now? More!TS Lombard Summit: Markets in an Age of Permanent RiskREGISTER HERE (Institutional Investors or relevant experience only please; all registrants subject to approval)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 Kevin Warsh restored Fed credibility?2) Is this selloff in bonds a buying opportunity? 3) Are we on the brink of a new euro crisis?
- Sep 7, 202638 min
Can Warsh Save the Bond Market?
Andrew Slazenger (reach out for a free trial; institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer:The September FOMC - hike or no hike? What do you make of the recent selloff in bonds? At what level will yields start to damage equities? How do you assess growth prospects outside the US? Are you still bullish Europe? Worried about Japan? What about China - recent data have been weakTS Lombard Summit: Markets in an Age of Permanent Risk REGISTER HERE (Institutional Investors or relevant experience only please, all registrants subject to approval)
- Jul 31, 202641 min
A Kick in the Face to End the Cycle
Andrew Slazenger (reach out for a free trial; institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer:Busy week of central bank meetings - what were the takeaways?What does a world without forward guidance look likeWhen will this cycle end?
- Jul 17, 202642 min
Warsh: A Sock Puppet No More
Andrew Slazenger (reach out for a free trial; institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer:Are Fed hikes still a possibility given the latest data?AI stocks look jittery - are we close to the end of the boom?Is it time to turn bullish on UK bonds and equities?
- Jun 30, 202641 min
Bubbles, Burnham and Bashing Warsh
Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer:Do you believe Kevin Warsh's hawkish start as Fed chair?What do you make of the latest BIS warning about an AI crash? How much damage would this inflict on the global economy?Why is the market ignoring this latest bout of UK political instability?
- Jun 11, 202642 min
The Coming Fed Rate Shock
3-4 Fed Rate Hikes next year. 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 would make you turn more bullish on AI? 2) Which central bank is going to hike the most? 3) Is your US reacceleration thesis back on track?
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About GlobalData TS Lombard: Perkins Vs Beamish
Dario Perkins and Freya Beamish, two economists at TS Lombard, answer three of the top current client questions. The questions focus on what is currently driving financial markets. Our client base comprises asset managers, investment banks, pension funds, wealth managers, insurance, private equity and hedge funds.
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