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GlobalData TS Lombard: Perkins Vs Beamish

TS Lombard
GlobalData TS Lombard: Perkins Vs Beamish
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46 Episoden

  • GlobalData TS Lombard: Perkins Vs Beamish

    Buy the Bond Blow-Up?

    25.09.2026 | 43 Min.
    We got the hike; what now? More!
    TS Lombard Summit: Markets in an Age of Permanent Risk
    REGISTER HERE (Institutional Investors or relevant experience only please; all registrants subject to approval)

    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) Has Kevin Warsh restored Fed credibility?
    2) Is this selloff in bonds a buying opportunity?
    3) Are we on the brink of a new euro crisis?
  • GlobalData TS Lombard: Perkins Vs Beamish

    Can Warsh Save the Bond Market?

    07.09.2026 | 38 Min.
    Andrew Slazenger (reach out for a free trial; institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer:
    The September FOMC - hike or no hike?
    What do you make of the recent selloff in bonds? At what level will yields start to damage equities?
    How do you assess growth prospects outside the US? Are you still bullish Europe? Worried about Japan? What about China - recent data have been weak
    TS Lombard Summit: Markets in an Age of Permanent Risk
    REGISTER HERE (Institutional Investors or relevant experience only please, all registrants subject to approval)
  • GlobalData TS Lombard: Perkins Vs Beamish

    A Kick in the Face to End the Cycle

    31.07.2026 | 41 Min.
    Andrew Slazenger (reach out for a free trial; institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer:
    Busy week of central bank meetings - what were the takeaways?
    What does a world without forward guidance look like
    When will this cycle end?
  • GlobalData TS Lombard: Perkins Vs Beamish

    Warsh: A Sock Puppet No More

    17.07.2026 | 42 Min.
    Andrew Slazenger (reach out for a free trial; institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer:
    Are Fed hikes still a possibility given the latest data?
    AI stocks look jittery - are we close to the end of the boom?
    Is it time to turn bullish on UK bonds and equities?
  • GlobalData TS Lombard: Perkins Vs Beamish

    Bubbles, Burnham and Bashing Warsh

    30.06.2026 | 41 Min.
    Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer:

    Do you believe Kevin Warsh's hawkish start as Fed chair?
    What do you make of the latest BIS warning about an AI crash? How much damage would this inflict on the global economy?
    Why is the market ignoring this latest bout of UK political instability?
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Über GlobalData TS Lombard: Perkins Vs Beamish
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.
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