GlobalData TS Lombard: Perkins Vs Beamish

• If Trump Fires Powell...

  How would markets react?Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:1.    What happens if Trump fires Powell?2.    Is tariff inflation finally showing up?3.    Are we still seeing policy stimulus in the RoW, or is a TACO leading to complacency there too?

  --------  

  46:05

  --------

  46:05
• 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?

  --------  

  34:32

  --------

  34:32
• 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?

  --------  

  34:22

  --------

  34:22
• 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?

  --------  

  38:06

  --------

  38:06
• "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?

  --------  

  38:06

  --------

  38:06

Weitere Wirtschaft Podcasts

Trending Wirtschaft Podcasts

Über GlobalData TS Lombard: Perkins Vs Beamish