GlobalData TS Lombard: Perkins Vs Beamish
TS Lombard
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.
Episodes
Mentioned books
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?
