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The TACO Bull
Are markets all Bulled up on TACO? S&P 500 all-time highs? Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer: 1) Does TACO trade
"Deal" Done. Crisis "Over"
Dollar Death or Dollar Decline? Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer: 1) US-China deal - is the crisis over? 2) Doll
Markets Bounce but Damage is Done
Empty shelves and sudden stops? Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer: 1) Did the markets successfully face down Trum
The End of Dollar Supremacy
And the End of US Outperformance Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer three of the top current client questions This
The $30 Trillion Crash!
Global Recession and is the US now Uninvestable? Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer three of the top current clien
Trump Blinks: Back to All-Time Highs?
Dario bought the dip, what now? Andrew Slazenger (andrew.slazenger@tslombard.com) 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
US Bear Attack!
Dario's Short US/Long RoW has done well, closing time? Andrew Slazenger (andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer three of the top current client questions This week: • S&P 500 correction. Is it o
The Plan to Blow Up the Dollar
And how the German Elections will alter the entire European growth picture Andrew Slazenger (andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer three of the top current client questions This week: 1) Will t
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?
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?
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
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 a
Bessent, Fed Bashing and Euro Bullishness
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's Inflationary 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
Truss moment for the U.S?
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 mome
Is it Bearish or Beamish? Recession, Inflation and China
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?
Broken China and Fed Bonanza
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)
Recession, Cuts and Manufacturing Dangers
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?
