GlobalData TS Lombard: Perkins Vs Beamish

EN-GB41 episodes

businessinvesting

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.

Notable Guests

Donald Trump4×

Jerome Powell2×AAndrew Slazenger2×DDario Perkins1×FFreya Beamish1×

Episodes (41)

A Kick in the Face to End the Cycle

GlobalData TS Lombard: Perkins Vs Beamish

Jul 31, 202641:56pending

Warsh: A Sock Puppet No More

GlobalData TS Lombard: Perkins Vs Beamish

Jul 17, 202642:07pending

Bubbles, Burnham and Bashing Warsh

GlobalData TS Lombard: Perkins Vs Beamish

Jun 30, 202641:49pending

The Coming Fed Rate Shock

GlobalData TS Lombard: Perkins Vs Beamish

Jun 11, 202642:47pending

Are we in a Bubble?

GlobalData TS Lombard: Perkins Vs Beamish

May 28, 202641:36pending

US Meltup, UK Meltdown

GlobalData TS Lombard: Perkins Vs Beamish

May 13, 202638:48pending

Tipping point?

GlobalData TS Lombard: Perkins Vs Beamish

Apr 30, 202634:50pending

What Crisis? Why The Market Doesn't Care

GlobalData TS Lombard: Perkins Vs Beamish

Apr 17, 202633:18pending

Recession like it's 1990?

GlobalData TS Lombard: Perkins Vs Beamish

Mar 25, 202647:15pending

Iran: An Oily TACO Enough?

GlobalData TS Lombard: Perkins Vs Beamish

Mar 11, 202641:09failed

The AI Doomsday Machine

GlobalData TS Lombard: Perkins Vs Beamish

Feb 25, 202638:52pending

The Warsh Fed and The Trade of The Decade

GlobalData TS Lombard: Perkins Vs Beamish

Feb 11, 202642:29pending

TACO Can't Save The Dollar

GlobalData TS Lombard: Perkins Vs Beamish

Jan 28, 202639:10pending

Powell vs Trump - It's WAR

GlobalData TS Lombard: Perkins Vs Beamish

Jan 12, 202639:37pending

Off-Consensus Views for 2026

GlobalData TS Lombard: Perkins Vs Beamish

Dec 17, 202535:22pending

The Big Fed Conspiracy

GlobalData TS Lombard: Perkins Vs Beamish

Nov 27, 202544:46pending

The Big Short 2.0

GlobalData TS Lombard: Perkins Vs Beamish

Nov 14, 202546:18pending

Fed Hikes in 2026?

GlobalData TS Lombard: Perkins Vs Beamish

Oct 30, 202543:45pending

How the Cycle Ends and the Bubble Bursts

GlobalData TS Lombard: Perkins Vs Beamish

Oct 15, 202542:14pending

Reaccelerating into an Inflation Crisis?

GlobalData TS Lombard: Perkins Vs Beamish

Oct 2, 202541:55pending

The AI Bubble Timeline

GlobalData TS Lombard: Perkins Vs Beamish

Sep 19, 202546:57pending

Inflationary Boom in 2026?

GlobalData TS Lombard: Perkins Vs Beamish

Sep 3, 202539:48pending

Is Trump Winning?

GlobalData TS Lombard: Perkins Vs Beamish

Jul 31, 202544:53pending

If Trump Fires Powell...

GlobalData TS Lombard: Perkins Vs Beamish

Jul 17, 202546:05pending

Is America Great Again?

GlobalData TS Lombard: Perkins Vs Beamish

Jul 4, 202534:32pending

Why the Fed Hates Trump

GlobalData TS Lombard: Perkins Vs Beamish

Jun 17, 202534:22pending

The TACO Bull

GlobalData TS Lombard: Perkins Vs Beamish

Jun 2, 202538:06pending

"Deal" Done. Crisis "Over"

GlobalData TS Lombard: Perkins Vs Beamish

May 12, 202538:06pending

Markets Bounce but Damage is Done

GlobalData TS Lombard: Perkins Vs Beamish

Apr 29, 202537:45pending

The End of Dollar Supremacy

GlobalData TS Lombard: Perkins Vs Beamish

Apr 16, 202546:42pending

The $30 Trillion Crash!

GlobalData TS Lombard: Perkins Vs Beamish

Apr 4, 202552:03pending

Trump Blinks: Back to All-Time Highs?

GlobalData TS Lombard: Perkins Vs Beamish

Mar 25, 202528:08pending

US Bear Attack!

GlobalData TS Lombard: Perkins Vs Beamish

Mar 12, 202533:14pending

The Plan to Blow Up the Dollar

GlobalData TS Lombard: Perkins Vs Beamish

Feb 26, 202532:56pending

Fade Trump Chaos Until The Tipping Point

GlobalData TS Lombard: Perkins Vs Beamish

Feb 7, 202531:19pending

The End of US Exceptionalism?

GlobalData TS Lombard: Perkins Vs Beamish

Jan 23, 202528:46pending

The Bond Market Meltdown

GlobalData TS Lombard: Perkins Vs Beamish

Jan 13, 202533:57pending

The Doomsday Scenario for 2025

GlobalData TS Lombard: Perkins Vs Beamish

Dec 12, 202429:48pending

Bessent, Fed Bashing and Euro Bullishness

GlobalData TS Lombard: Perkins Vs Beamish

Nov 27, 202430:08pending

Trump's Inflationary World

GlobalData TS Lombard: Perkins Vs Beamish

Nov 12, 202439:41pending

Truss moment for the U.S?

GlobalData TS Lombard: Perkins Vs Beamish

Oct 24, 202429:25pending

Is it Bearish or Beamish? Recession, Inflation and China

GlobalData TS Lombard: Perkins Vs Beamish

Oct 8, 202428:20pending

Broken China and Fed Bonanza

GlobalData TS Lombard: Perkins Vs Beamish

Sep 23, 202438:20pending

Recession, Cuts and Manufacturing Dangers

GlobalData TS Lombard: Perkins Vs Beamish

Sep 9, 202433:38pending