GlobalData TS Lombard: Perkins Vs Beamish

Dario's Short US/Long RoW has done well, closing time?Andrew Slazenger (andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer three of the top current client questionsThis week:S&P 500 correction. Is it over or just getting started?Is the US on the brink of Recession?The end of US exceptionalism?

And how the German Elections will alter the entire European growth picture Andrew Slazenger (andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer three of the top current client questionsThis week:1) Will there be a Mar-a-Lago accord?2) German Elections, European and Global impact?3) Will Dario's Short US/ Long RoW continue to work?

Dario Perkins and Freya Beamish dive into the chaos surrounding Trump’s tariffs and their mixed impact on market dynamics. They analyze the implications of potential monetary policy decoupling and whether the UK might rely on an IMF bailout amid its economic challenges. The duo reflects on Europe's surprising economic resilience compared to the UK's struggle, emphasizing the need for a strategic shift to improve productivity and recovery. Historical comparisons to the 1970s further enrich the discussion about navigating current economic crises.

Dario Perkins, MD Global Macro, and Freya Beamish, Chief Economist debate the three key client questions: 1.    Someone at Davos said the business cycle doesn't matter anymore. Should that terrify us? 2.    What have we learnt from Trump so far? 3.    Is the US exceptionalism trade still right?

Explore the chaos in the bond market and what factors are fueling the turmoil. Dive into insights about Trump's return and the contradictions in his economic policies post-election. Discover the urgent need for stimulus in China as the country reshapes its fiscal strategies. There's a fascinating look at the historical parallels between past and present political dynamics. Finally, gain insights into future investment strategies that can navigate these turbulent waters.

Bullish consensus spells trouble? Any Bears left? And Freya tries out her Scottish accent Dario Perkins, MD Global Macro, and Freya Beamish, Chief Economist debate the top three client questions: 1.   2025 outlook consensus: Why do they all agree? 2.   Where have all the bears gone? 3.   What's the most bearish take on 2025 and why don't you agree?

This week we cover:   1.    What can Trump do to lean on the Fed? 2.    How much confidence can we take from Bessent's appointment? 3.    What's the bull case for Europe inTrump World?

Trump vs the Fed. How serious a problem will inflation be and is this the final tipping point for neo-liberalism? Dario Perkins, MD Global Macro, and Freya Beamish, Chief Economist debate the top three client questions: 1.    How inflationary will Trump be? 2.   Can the Fed retain its independence? 3.    Is this the end of Neo-liberalism?

Fiscal crisis moment for the U.S? Strong dollar in 2025? Is austerity back for the U.K? Dario Perkins and Freya Beamish debate three of the top current questions from our client base. This week we cover: 1. Is the US facing a Liz Truss moment given that we have two candidates planning to spend like drunken sailors 2. 2025: The year of tariffs and a strong dollar? 3. Will the UK budget next week take us back to austerity, or can Reeves fiddle the rules?

Recession fears over, inflation fears back and China equity rally here to stay? Dario Perkins and Freya Beamish debate three of the top current questions from our client base. This week we cover: 1) Did Friday's report kill recession fears? 2) Could inflation make an unexpected comeback? 3) Will this China equity rally die without fiscal stimulus?