Show Notes
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 current questions from our client base. This week we cover:
1. Is the US facing a Liz Truss moment given that we have two candidates planning to spend like drunken sailors
2. 2025: The year of tariffs and a strong dollar?
3. Will the UK budget next week take us back to austerity, or can Reeves fiddle the rules?
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?