GlobalData TS Lombard: Perkins Vs Beamish

• The Plan to Blow Up the Dollar

  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 questionsThis 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?

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  32:56
• Fade Trump Chaos Until The Tipping Point

  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?

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  31:19
• The End of US Exceptionalism?

  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?

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  28:46
• The Bond Market Meltdown

  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?

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  33:57
• The Doomsday Scenario for 2025

  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?

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  29:48

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