GlobalData TS Lombard: Perkins Vs Beamish
The $30 Trillion Crash!
Apr 4, 2025
Dario Perkins, a macroeconomic expert at TS Lombard, and Freya Beamish, an analyst specializing in global economic conditions, dive into pressing financial questions. They discuss whether the U.S. is now 'uninvestable' amidst fears of a global recession. The duo highlights the impact of aggressive tariff policies on market sentiment and inflation dynamics. They also address the complexities of the labor market and advocate for shift towards safer investments in today's volatile environment.
52:03
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Quick takeaways
- The introduction of new tariffs has created heightened uncertainty in the US market, pushing investors to reconsider their investment strategies toward safer options.
- Concerns about a potential global recession have emerged, with prolonged uncertainty threatening consumer spending and overall economic growth.
Deep dives
US Market Uncertainty and Investor Sentiment
Recent developments in US policy have led to significant uncertainty among investors, with concerns about whether the US is becoming uninvestable. The announcement of new tariffs has caused fears in the market, particularly as they lacked a well-explained rationale, leaving investors shaken. The discussion highlights how the perceived volatility in US policy, driven by the current administration's decisions, has shifted capital away from US equities toward more stable investment options. Furthermore, the possibility of substantial capital repatriation by international investors poses additional risk, with many now reconsidering their allocations in light of these new tariffs.
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