GlobalData TS Lombard: Perkins Vs Beamish

TS Lombard

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The Big Short 2.0
Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:1) Are you more worried by strains in US money markets or equity markets?(2) Will Trump's tariff rebates stoke inflation? (3) How should central banks respond to the AI boom?
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46:18
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46:18
Fed Hikes in 2026?
Multiple Rate Hikes Next Year? Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:1) Fed Reaction - what happens next?2) Is the K-shaped economy sustainable? Are you worried about credit cockroaches? 3) How is the world looking outside the US? Is the bull case for non-US assets still intact?
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43:45
How the Cycle Ends and the Bubble Bursts
Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:1) Trade War Escalation: Will markets care?2) No Recession this year - How/When does this cycle end? 3) What could burst the AI bubble?
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42:14
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42:14
Reaccelerating into an Inflation Crisis?
Immigration vs Inflation and AI vs Recession.Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:1) Does the government shutdown matter? 2) Would the US already be in recession without AI?3) Are deportations inflationary or deflationary?
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41:55
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41:55
The AI Bubble Timeline
When it bursts, will it crash the economy?Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:1) Is the Labour market starting to crack? 2) Are bonds and equities saying completely different things about the macro outlook?3) Is AI a bubble (and could it crash the economy)?
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46:57
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46:57

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About 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, investment banks, pension funds, wealth managers, insurance, private equity and hedge funds. The questions will focus on what is currently driving financial markets.

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