GlobalData TS Lombard: Perkins Vs Beamish

And the End of US Outperformance

Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer three of the top current client questions

This week:

1) Damage already been done? Recession now inevitable?

2) Who blinks first - China or the US?

3) Where are we going? What will the world look like by the end of Trump's term?

Global Recession and is the US now Uninvestable?

Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer three of the top current client questions

This week:

1. Is the US now Uninvestable?
2. Should we expect a Global Recession?
3. What should investors do now?

Dario bought the dip, what now?

Andrew Slazenger ([email protected]) hosts Dario Perkins and Freya Beamish as they answer three of the top current client questions

This week:

1.    Can the stock market decline CAUSE a recession?

2.    Can the Fed still cut if tariffs do happen?

3.    Will German stimulus make the ECB hawkish and how will bonds cope?

Dario's Short US/Long RoW has done well, closing time?

Andrew Slazenger ([email protected]) hosts Dario Perkins and Freya Beamish as they answer three of the top current client questions

This week:

1. S&P 500 correction. Is it over or just getting started?
2. Is the US on the brink of Recession?
3. The end of US exceptionalism?

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 questions

This 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?

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?

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?

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?

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?

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 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?

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 UK budget next week take us back to austerity, or can Reeves fiddle the rules?

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?

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?

Dario Perkins and Freya Beamish answer three of the top current questions from our clients:

1) How close are we to a US recession?

2) Will the Fed cut 25 or 50 bps? Will cuts do any good anyway?

3) What is going on in global manufacturing? Is there a real danger for the global economy brewing?