Dario Perkins

In this engaging discussion, macro strategist Dario Perkins and economist Freya Beamish delve into the fragility of the labor market and the contrasting signals from bonds and equities. Dario introduces his insightful 'Perkins rule' while Freya offers sharp rebuttals, emphasizing the complexities of inflation dynamics. They explore the current AI investment landscape, debating whether it's a mere bubble or a genuine productivity boom, and discuss potential triggers for a market downturn. It's a thought-provoking analysis on the intersection of economics and emerging technologies.

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 and Freya Beamish, both economists at TS Lombard, dive into the eccentricities of the financial markets. They humorously explore whether the 'taco trade' could signal new highs for the S&P 500. The conversation shifts to the implications of rising bond yields linked to fiscal policies and Trump's budget expansion. Tackling government debt and inflation, they unravel the complexities of economic stability in a deglobalizing world, offering insights that reflect their distinct perspectives on future growth.

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 and Freya Beamish, both economists at TS Lombard, dive into the turbulent waters of today's financial markets. They discuss the impact of recent political events, especially Trump's influence on trading sentiments. Could a sudden stop in Chinese imports trigger a recession in the U.S.? They also explore the surprising correlation between equities and bonds and the ongoing resilience of the U.S. dollar as the world's reserve currency amidst rising geopolitical tensions. A whirlwind of insights awaits!

Join Dario Perkins, a sharp senior economist known for his 'Perkins rule,' and macro strategist Freya Beamish as they tackle pressing questions about the economy. They discuss the implications of a potential government shutdown on GDP and labor data. Dario argues that the supposed stability from AI investments may be overstated. Freya explains the nuanced effects of immigration on inflation, highlighting the debate on deportations. Both guests caution about the risks of inflation driven by reduced labor supply amid shifting economic dynamics.

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 and Freya Beamish, economists at TS Lombard, dive into compelling discussions about the potential market chaos if Trump dismisses Powell. They analyze the resurgence of tariff-induced inflation and its effects on consumer prices, particularly for low-income individuals. The conversation also highlights global economic stimulus strategies, contrasting the slow UK response with more robust measures in Europe. With central banks under political pressure, they explore the resilience of markets and implications for foreign investment.

Dario Perkins and Freya Beamish, both economists at TS Lombard, dive into the economic intricacies of Trump's leadership. They discuss whether Trump is winning with his policies, the perplexing shift of central banks toward social issues, and how that affects market stability. They also explore the labor supply issues stemming from immigration policies and the cautious approach of the Federal Reserve regarding interest rates. Additionally, they analyze inflation dynamics and its impact on the stock market, providing a nuanced look at current economic conditions.