GlobalData TS Lombard: Perkins Vs Beamish

TS Lombard

Economía y empresa Inversión

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Episodios disponibles

5 de 20

Is America Great Again?
Happy 4th of July to our US listeners!Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:1. Why are investors punishing the dollar and not the S&P?2. Big jobs number. No Fed cut until November?3. Are we now in a regime of fiscal dominance?
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34:32
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34:32
Why the Fed Hates Trump
Will Israel-Iran conflict derail markets?Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:1) Market impact of Middle East conflict? 2) Still no tariff inflation: can the Fed cut now?3) Are rising JGB yields a threat to global markets?
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34:22
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34:22
The TACO Bull
Are markets all Bulled up on TACO? S&P 500 all-time highs?Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:1) Does TACO trade mean S&P 500 all-time highs are back on the menu?2) Why were bond yields so high/rising?3.) Trump's expansionary budget = fiscal crisis, either US or RoW?
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38:06
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38:06
"Deal" Done. Crisis "Over"
Dollar Death or Dollar Decline?Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:1) US-China deal - is the crisis over? 2) Dollar vs the World. Extended Weakness or End of Reserve Currency? 3) Why is the Fed so reluctant to cut? Is it playing politics?
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38:06
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38:06
Markets Bounce but Damage is Done
Empty shelves and sudden stops?Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:1) Did the markets successfully face down Trump?2) Could we get a sudden stop in imports from China - what would this do to US economy?3) Is sustained US dollar weakness even possible if the US remains the world's reserve currency?
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37:45
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37:45

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Acerca de 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.

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Economía y empresa Inversión