GlobalData TS Lombard: Perkins Vs Beamish
By TS Lombard
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Category: Investing
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Episodes: 46
Description
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.
| Episode | Date |
|---|---|
|
Buy the Bond Blow-Up?
|
Sep 25, 2026 |
|
Can Warsh Save the Bond Market?
|
Sep 07, 2026 |
|
A Kick in the Face to End the Cycle
|
Jul 31, 2026 |
|
Warsh: A Sock Puppet No More
|
Jul 17, 2026 |
|
Bubbles, Burnham and Bashing Warsh
|
Jun 30, 2026 |
|
The Coming Fed Rate Shock
|
Jun 11, 2026 |
|
Are we in a Bubble?
|
May 28, 2026 |
|
US Meltup, UK Meltdown
|
May 13, 2026 |
|
Tipping point?
|
Apr 30, 2026 |
|
What Crisis? Why The Market Doesn't Care
|
Apr 17, 2026 |
|
Recession like it's 1990?
|
Mar 25, 2026 |
|
Iran: An Oily TACO Enough?
|
Mar 11, 2026 |
|
The AI Doomsday Machine
|
Feb 25, 2026 |
|
The Warsh Fed and The Trade of The Decade
|
Feb 11, 2026 |
|
TACO Can't Save The Dollar
|
Jan 28, 2026 |
|
Powell vs Trump - It's WAR
|
Jan 12, 2026 |
|
Off-Consensus Views for 2026
|
Dec 17, 2025 |
|
The Big Fed Conspiracy
|
Nov 27, 2025 |
|
The Big Short 2.0
|
Nov 14, 2025 |
|
Fed Hikes in 2026?
|
Oct 30, 2025 |
|
How the Cycle Ends and the Bubble Bursts
|
Oct 15, 2025 |
|
Reaccelerating into an Inflation Crisis?
|
Oct 02, 2025 |
|
The AI Bubble Timeline
|
Sep 19, 2025 |
|
Inflationary Boom in 2026?
|
Sep 03, 2025 |
|
Is Trump Winning?
|
Jul 31, 2025 |
|
If Trump Fires Powell...
|
Jul 17, 2025 |
|
Is America Great Again?
|
Jul 04, 2025 |
|
Why the Fed Hates Trump
|
Jun 17, 2025 |
|
The TACO Bull
|
Jun 02, 2025 |
|
"Deal" Done. Crisis "Over"
|
May 12, 2025 |
|
Markets Bounce but Damage is Done
|
Apr 29, 2025 |
|
The End of Dollar Supremacy
|
Apr 16, 2025 |
|
The $30 Trillion Crash!
|
Apr 04, 2025 |
|
Trump Blinks: Back to All-Time Highs?
|
Mar 25, 2025 |
|
US Bear Attack!
|
Mar 12, 2025 |
|
The Plan to Blow Up the Dollar
|
Feb 26, 2025 |
|
Fade Trump Chaos Until The Tipping Point
|
Feb 07, 2025 |
|
The End of US Exceptionalism?
|
Jan 23, 2025 |
|
The Bond Market Meltdown
|
Jan 13, 2025 |
|
The Doomsday Scenario for 2025
|
Dec 12, 2024 |
|
Bessent, Fed Bashing and Euro Bullishness
|
Nov 27, 2024 |
|
Trump's Inflationary World
|
Nov 12, 2024 |
|
Truss moment for the U.S?
|
Oct 24, 2024 |
|
Is it Bearish or Beamish? Recession, Inflation and China
|
Oct 08, 2024 |
|
Broken China and Fed Bonanza
|
Sep 23, 2024 |
|
Recession, Cuts and Manufacturing Dangers
|
Sep 09, 2024 |