Freya Beamish

Freya Beamish, Chief Economist at TS Lombard, discusses the shifting landscape of the international monetary system. She argues that U.S. tariff policies are pushing towards a multi-polar currency order. Freya predicts a potential reduction in U.S.-China tariffs to around 30%. The conversation dives into the dynamics between the dollar and the yuan, along with the influence of global selling on U.S. financial markets. Lastly, she highlights investment strategies amid these currency shifts and the need for effective policies to maintain dollar dominance.

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 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.

Economist Freya Beamish from TS Lombard discusses Ethereum & Bitcoin ETF, rising freight rates, and the intriguing concept of 'copper tourism'. The podcast also explores China's economic model evolution and its impact on global markets, along with the copper market dynamics and political influences.

Economist Freya Beamish from TS Lombard discusses the return of US inflation, China's uncertain outlook, and Japan's strong structural case. Topics include inflation trends, Red Sea crisis impacts, Eurozone challenges, Bank of Japan policies, and potential investment opportunities in wind energy.