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 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 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!

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.

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.

Neil Dutta, Head of US Economic Research at Renaissance Macro, shares insights on recent economic data and its effects on stocks, particularly amid expectations of Federal Reserve interest rate cuts. James Steel, Chief Commodities Analyst at HSBC, discusses gold's record highs and the influence of geopolitical factors on precious metals. Freya Beamish, Chief Economist at TS Lombard, highlights signals from the global bond market and the resilience of the US economy, exploring the complexities of trade dynamics and currency implications.

Dario Perkins, an economist at TS Lombard, and Freya Beamish, also an economist at TS Lombard, dive deep into the effects of stock market fluctuations on potential recessions. They tackle pressing questions about whether market downturns can trigger economic slumps and discuss the Fed's ability to adjust rates amid tariffs. The duo examines how U.S. political dynamics may impact European economies, particularly Germany's stimulus on inflation and growth, while highlighting resilience among high-income earners in these turbulent times.