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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
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?
- 4 weeks ago41 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?
- May 28, 202641 min
Are we in a Bubble?
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 a bubble? Is it reasonable to expect just one or two hikes from the world's central banks? Should we be alarmed by the recent selloff in govt bonds?
- May 13, 202638 min
US Meltup, UK Meltdown
Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer:Strait still closed: how long until this matters again?Odds for a late-90s style meltup in US stocks? Has the UK's latest political crisis dashed any hope for an economic revival?What will Xi and Trump talk about?
- Apr 30, 202634 min
Tipping point?
Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer:Still no Iran resolution - are we close to a tipping point? Powell's legacy as Fed chair? What will Warsh do? And what about the ECB and other central banks?Is US exceptionalism coming back - is the dollar about to rip?
- Apr 17, 202633 min
What Crisis? Why The Market Doesn't Care
Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer:Crisis over - Equities back to all-time highs. Is the stock market right? What are the longer-term implications that markets might be missing? When the disruption to energy markets blows over, will we be back to rate cuts or what will Central Banks do?
- Mar 25, 202647 min
Recession like it's 1990?
Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer:Have your views on Iran changed from 2 weeks ago? What is the best historical parallel? Passing EnergyShock? Stagflation? Recession? Are the Europeans seriously going to hike rates?Is Gold no longer a safe haven?
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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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