GlobalData TS Lombard: Perkins Vs Beamish

Feb 26 2025 11 ep. 32 mins 20

GlobalData TS Lombard: Perkins Vs Beamish Podcast artwork

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.

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The Plan to Blow Up the Dollar

Feb 26 2025 32 mins

And how the German Elections will alter the entire European growth picture Andrew Slazenger ([email protected]) 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?

Fade Trump Chaos Until The Tipping Point

Feb 07 2025 31 mins

Dario Perkins and Freya Beamish answer three of the top current client questions This week: 1. Already time to fade the Trump chaos? 2. Are we about to see a big monetary policy decoupling? 3. Could the UK end up with an IMF bailout?

The End of US Exceptionalism?

Jan 23 2025 28 mins

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?

The Bond Market Meltdown

Jan 13 2025 33 mins

Dario Perkins, MD Global Macro, and Freya Beamish, Chief Economist debate the top three client questions: 1. What is driving the carnage in bonds and will it continue? 2. What have we leant about Trump 2.0 since the election? 3. Are markets right to give up on the prospect of China stimulus?

The Doomsday Scenario for 2025

Dec 12 2024 29 mins

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?

Bessent, Fed Bashing and Euro Bullishness

Nov 27 2024 30 mins

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's Inflationary World

Nov 12 2024 39 mins

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?

Truss moment for the U.S?

Oct 24 2024 29 mins

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 U

Is it Bearish or Beamish? Recession, Inflation and China

Oct 07 2024 28 mins

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?

Broken China and Fed Bonanza

Sep 23 2024 38 mins

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?