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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 ago41 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?
- 3 weeks ago38 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?
- Mar 11, 202641 min
Iran: An Oily TACO Enough?
Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer:Has the war in Iran upended your reacceleration thesis?How will central banks respond - is this like 2022, when they all hiked aggressively? Will recent market moves - strong USD, RoW underperformance - reverse if Trump TACOs?
- Feb 25, 202638 min
The AI Doomsday Machine
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) Does every AI scenario now lead to disaster? 2) Can we stop worrying about tariffs after the Supreme Court ruling? 3) Is the global monetary cycle now turning?
- Feb 11, 202642 min
The Warsh Fed and The Trade of The Decade
Sell US and Buy RoWAndrew 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 latest US jobs report? 2. How will Warsh change the Fed? 3. Can the "anything but US tech" trade continue - is this bullish for RoW, and especially for EM?
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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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