Dario Perkins and Freya Beamish two economists at TS Lombard answer three of the top current client questions. Our client base comprises asset managers, ranging...
Dario Perkins, MD Global Macro, and Freya Beamish, Chief Economist debate the top three client questions:
1. What is driving the carnage in bonds and will it continue?
2. What have we leant about Trump 2.0 since the election?
3. Are markets right to give up on the prospect of China stimulus?
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33:57
The Doomsday Scenario for 2025
Bullish consensus spells trouble? Any Bears left? And Freya tries out her Scottish accent
Dario Perkins, MD Global Macro, and Freya Beamish, Chief Economist debate the top three client questions:
1. 2025 outlook consensus: Why do they all agree?
2. Where have all the bears gone?
3. What's the most bearish take on 2025 and why don't you agree?
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29:48
Bessent, Fed Bashing and Euro Bullishness
This week we cover:
1. What can Trump do to lean on the Fed?
2. How much confidence can we take from Bessent's appointment?
3. What's the bull case for Europe inTrump World?
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30:08
Trump's Inflationary World
Trump vs the Fed. How serious a problem will inflation be and is this the final tipping point for neo-liberalism?
Dario Perkins, MD Global Macro, and Freya Beamish, Chief Economist debate the top three client questions:
1. How inflationary will Trump be?
2. Can the Fed retain its independence?
3. Is this the end of Neo-liberalism?
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39:41
Truss moment for the U.S?
Fiscal crisis moment for the U.S? Strong dollar in 2025? Is austerity back for the U.K?
Dario Perkins and Freya Beamish debate three of the top current questions from our client base. This week we cover:
1. Is the US facing a Liz Truss moment given that we have two candidates planning to spend like drunken sailors
2. 2025: The year of tariffs and a strong dollar?
3. Will the UK budget next week take us back to austerity, or can Reeves fiddle the rules?
Dario Perkins and Freya Beamish two economists at TS Lombard answer three of the top current client questions. Our client base comprises asset managers, ranging from pension funds to wealth managers and hedge funds. The questions will focus on what is currently driving financial markets.
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