GlobalData TS Lombard: Perkins Vs Beamish
Dario Perkins and Freya Beamish two economists at TS Lombard answer three of the top current client questions. Our client base comprises asset managers, ranging from pension funds to wealth managers and hedge funds. The questions will focus on what is currently driving financial markets.
Latest episodes
Jan 23, 2025 • 29min
The End of US Exceptionalism?
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?
Jan 13, 2025 • 34min
The Bond Market Meltdown
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.
Dec 12, 2024 • 30min
The Doomsday Scenario for 2025
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?
Nov 27, 2024 • 30min
Bessent, Fed Bashing and Euro Bullishness
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?
Nov 12, 2024 • 40min
Trump's Inflationary 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?
Oct 24, 2024 • 29min
Truss moment for the U.S?
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?
Oct 8, 2024 • 28min
Is it Bearish or Beamish? Recession, Inflation and China
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?
Sep 23, 2024 • 38min
Broken China and Fed Bonanza
Dario Perkins and Freya Beamish answer three of the top current questions from our clients. This week we cover:
1) Are markets right to react so bullishly to the big Fed rate cut?
2) Do we still need to worry about the Japan carry trade?
3) Is China as bad as it looks? What does this mean for Row?
Sep 9, 2024 • 34min
Recession, Cuts and Manufacturing Dangers
Dario Perkins and Freya Beamish answer three of the top current questions from our clients:
1) How close are we to a US recession?
2) Will the Fed cut 25 or 50 bps? Will cuts do any good anyway?
3) What is going on in global manufacturing? Is there a real danger for the global economy brewing?
