Show Notes
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?
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?