GlobalData TS Lombard: Perkins Vs Beamish

• Is America Great Again?

  Happy 4th of July to our US listeners!Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:1.    Why are investors punishing the dollar and not the S&P?2.    Big jobs number. No Fed cut until November?3.    Are we now in a regime of fiscal dominance?

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• Why the Fed Hates Trump

  Will Israel-Iran conflict derail markets?Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:1) Market impact of Middle East conflict? 2) Still no tariff inflation: can the Fed cut now?3) Are rising JGB yields a threat to global markets?

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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: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:1) Does TACO trade mean S&P 500 all-time highs are back on the menu?2) Why were bond yields so high/rising?3.) Trump's expansionary budget = fiscal crisis, either US or RoW?

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• "Deal" Done. Crisis "Over"

  Dollar Death or Dollar Decline?Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:1) US-China deal - is the crisis over? 2) Dollar vs the World. Extended Weakness or End of Reserve Currency? 3) Why is the Fed so reluctant to cut? Is it playing politics?

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• Markets Bounce but Damage is Done

  Empty shelves and sudden stops?Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:1) Did the markets successfully face down Trump?2) Could we get a sudden stop in imports from China - what would this do to US economy?3) Is sustained US dollar weakness even possible if the US remains the world's reserve currency?

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