GlobalData TS Lombard: Perkins Vs Beamish

TS Lombard

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Inflationary Boom in 2026?
Or do we get a major Fiscal Crisis?*Apologies for Freya's audio quality today, her internet cut out halfway through recording, and she needed to switch to her phoneAndrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:1) Why did Powell blink? 2) When will markets care about Fed capture? 3) Are we on the brink of a fiscal crisis (again)?
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39:48
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39:48
Is Trump Winning?
Has Trump won H1?Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:1) Is Trump winning? 2) Why did central banks turn woke? 3) Is US monetary policy even restrictive with stocks at ATHs?
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44:53
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44:53
If Trump Fires Powell...
How would markets react?Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:1. What happens if Trump fires Powell?2. Is tariff inflation finally showing up?3. Are we still seeing policy stimulus in the RoW, or is a TACO leading to complacency there too?
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Is America Great Again?
Happy 4th of July to our US listeners!Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:1. Why are investors punishing the dollar and not the S&P?2. Big jobs number. No Fed cut until November?3. Are we now in a regime of fiscal dominance?
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Why the Fed Hates Trump
Will Israel-Iran conflict derail markets?Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:1) Market impact of Middle East conflict? 2) Still no tariff inflation: can the Fed cut now?3) Are rising JGB yields a threat to global markets?
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34:22
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O GlobalData TS Lombard: Perkins Vs Beamish

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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