Dario Perkins

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.

Dario Perkins, MD of Global Macro at TS Lombard, returns to share his insights on the unique current economic cycle shaped by COVID-19. They discuss the misleading economic indicators and the unprecedented responses from central banks. Dario highlights why Modern Monetary Theory might be losing its relevance and provides investment strategies that balance risk amid market volatility. The dialogue covers trends in the copper market, the dynamics of the 'Mag 7' stocks, and the implications of global central bank movements.

Dario Perkins, an economist, discusses the misdiagnosis of the global economy in 2023. They explore the shift higher in inflation, active industrial policy, and changing super cycle away from neoliberalism. These shifts point to greater volatility in inflation, a secular bear market in bonds, and a more positive outlook for value versus growth.

Dario Perkins and Freya Beamish, both economists at TS Lombard, dive deep into the shifting landscape of global economics. They discuss the looming recession risks and the rivalry between China and the U.S., raising intriguing questions about who will yield first. The duo also explores the impact of tariffs and corporate choices, signaling the importance of economic indicators like the 'Perkins rule.' As tensions escalate, they examine the future of dollar supremacy and the resilience of the private sector amidst evolving market dynamics.

Dario Perkins, central bank watcher and creator of the Perkins rule, discusses central bank insolvency, fiscal consequences of quantitative easing (QE), and the impact of Asian trade on Federal Reserve's decision. They also explore the long-term consequences of QE and delve into the factors driving the recent move in Bitcoin.