GlobalData TS Lombard: Perkins Vs Beamish
Episodes
Off-Consensus Views for 2026
17 Dec 2025
Contributed by Lukas
Growth and Inflation Acceleration far above consensus Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tsl...
The Big Fed Conspiracy
27 Nov 2025
Contributed by Lukas
Fed Cut, AI and the UK BudgetAndrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario P...
The Big Short 2.0
14 Nov 2025
Contributed by Lukas
Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as t...
Fed Hikes in 2026?
30 Oct 2025
Contributed by Lukas
Multiple Rate Hikes Next Year? Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario...
How the Cycle Ends and the Bubble Bursts
15 Oct 2025
Contributed by Lukas
Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as t...
Reaccelerating into an Inflation Crisis?
02 Oct 2025
Contributed by Lukas
Immigration vs Inflation and AI vs Recession.Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]...
The AI Bubble Timeline
19 Sep 2025
Contributed by Lukas
When it bursts, will it crash the economy?Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) ...
Inflationary Boom in 2026?
03 Sep 2025
Contributed by Lukas
Or do we get a major Fiscal Crisis?*Apologies for Freya's audio quality today, her internet cut out halfway through recording, and she needed to s...
Is Trump Winning?
31 Jul 2025
Contributed by Lukas
Has Trump won H1?Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and F...
If Trump Fires Powell...
17 Jul 2025
Contributed by Lukas
How would markets react?Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkin...
Is America Great Again?
04 Jul 2025
Contributed by Lukas
Happy 4th of July to our US listeners!Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) host...
Why the Fed Hates Trump
17 Jun 2025
Contributed by Lukas
Will Israel-Iran conflict derail markets?Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) h...
The TACO Bull
02 Jun 2025
Contributed by Lukas
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.slaze...
"Deal" Done. Crisis "Over"
12 May 2025
Contributed by Lukas
Dollar Death or Dollar Decline?Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario...
Markets Bounce but Damage is Done
29 Apr 2025
Contributed by Lukas
Empty shelves and sudden stops?Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario...
The End of Dollar Supremacy
16 Apr 2025
Contributed by Lukas
And the End of US Outperformance Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dar...
The $30 Trillion Crash!
04 Apr 2025
Contributed by Lukas
Global Recession and is the US now Uninvestable?Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard...
Trump Blinks: Back to All-Time Highs?
25 Mar 2025
Contributed by Lukas
Dario bought the dip, what now?Andrew Slazenger ([email protected]) hosts Dario Perkins and Freya Beamish as they answer three of the top...
US Bear Attack!
12 Mar 2025
Contributed by Lukas
Dario's Short US/Long RoW has done well, closing time?Andrew Slazenger ([email protected]) hosts Dario Perkins and Freya Beamish as t...
The Plan to Blow Up the Dollar
26 Feb 2025
Contributed by Lukas
And how the German Elections will alter the entire European growth picture Andrew Slazenger ([email protected]) hosts Dario Perkins and F...
Fade Trump Chaos Until The Tipping Point
07 Feb 2025
Contributed by Lukas
Dario Perkins and Freya Beamish answer three of the top current client questions This week: 1. Already time to fade the Trump chaos? 2. ...
The End of US Exceptionalism?
23 Jan 2025
Contributed by Lukas
Dario Perkins, MD Global Macro, and Freya Beamish, Chief Economist debate the three key client questions: 1. Someone at Davos said the busines...
The Bond Market Meltdown
13 Jan 2025
Contributed by Lukas
Dario Perkins, MD Global Macro, and Freya Beamish, Chief Economist debate the top three client questions: 1. What is driving the carnage in bonds an...
The Doomsday Scenario for 2025
12 Dec 2024
Contributed by Lukas
Bullish consensus spells trouble? Any Bears left? And Freya tries out her Scottish accent Dario Perkins, MD Global Macro, and Freya Beamish, Chief E...
Bessent, Fed Bashing and Euro Bullishness
27 Nov 2024
Contributed by Lukas
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. ...
Trump's Inflationary World
12 Nov 2024
Contributed by Lukas
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...
Truss moment for the U.S?
24 Oct 2024
Contributed by Lukas
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 curre...
Is it Bearish or Beamish? Recession, Inflation and China
08 Oct 2024
Contributed by Lukas
Recession fears over, inflation fears back and China equity rally here to stay? Dario Perkins and Freya Beamish debate three of the top current quest...
Broken China and Fed Bonanza
23 Sep 2024
Contributed by Lukas
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 bul...
Recession, Cuts and Manufacturing Dangers
09 Sep 2024
Contributed by Lukas
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 cu...