Show Notes
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? Is there a real danger for the global economy brewing?
More from GlobalData TS Lombard: Perkins Vs Beamish
Can we forget about a sovereign debt crisis? Andrew Slazenger (reach out for a free trial; institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer: Are we in an era of fiscal dominance? What would it take for you to turn bullish on govt bonds? Will the rally in the US dollar continue? What were the main takeaways from the TSL Summit?
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: [email protected]) 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)
Andrew Slazenger (reach out for a free trial; institutional investors only: [email protected]) 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?
Andrew Slazenger (reach out for a free trial; institutional investors only: [email protected]) 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?