GlobalData TS Lombard: Perkins Vs Beamish

• The AI Bubble Timeline

  When it bursts, will it crash the economy?Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:1) Is the Labour market starting to crack? 2) Are bonds and equities saying completely different things about the macro outlook?3) Is AI a bubble (and could it crash the economy)?

  --------  

  46:57

  --------

  46:57
• Inflationary Boom in 2026?

  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 switch to her phoneAndrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:1) Why did Powell blink? 2) When will markets care about Fed capture? 3) Are we on the brink of a fiscal crisis (again)?

  --------  

  39:48

  --------

  39:48
• Is Trump Winning?

  Has Trump won H1?Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:1) Is Trump winning? 2) Why did central banks turn woke? 3) Is US monetary policy even restrictive with stocks at ATHs?

  --------  

  44:53

  --------

  44:53
• 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

Meer Zaken en persoonlijke financiën podcasts

Trending Zaken en persoonlijke financiën -podcasts

Over GlobalData TS Lombard: Perkins Vs Beamish