GlobalData TS Lombard: Perkins Vs Beamish

Episódios

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  Can Warsh Save the Bond Market? 07.09.2026 38min

  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 weakTS Lombard Summit: Markets in an Age of Permanent Risk REGISTER HERE (Institutional Investors or relevant experience only please, all registrants subject to approval)
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  A Kick in the Face to End the Cycle 31.07.2026 41min

  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 likeWhen will this cycle end? 
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  Warsh: A Sock Puppet No More 17.07.2026 42min

  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?
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  Bubbles, Burnham and Bashing Warsh 30.06.2026 41min

  Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:Do you believe Kevin Warsh's hawkish start as Fed chair?What do you make of the latest BIS warning about an AI crash? How much damage would this inflict on the global economy?Why is the market ignoring this latest bout of UK political instability?
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  The Coming Fed Rate Shock 11.06.2026 42min

  3-4 Fed Rate Hikes next year. Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:1) What would make you turn more bullish on AI? 2) Which central bank is going to hike the most? 3) Is your US reacceleration thesis back on track?
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  Are we in a Bubble? 28.05.2026 41min

  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 a bubble? Is it reasonable to expect just one or two hikes from the world's central banks? Should we be alarmed by the recent selloff in govt bonds?
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  US Meltup, UK Meltdown 13.05.2026 38min

  Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:Strait still closed: how long until this matters again?Odds for a late-90s style meltup in US stocks? Has the UK's latest political crisis dashed any hope for an economic revival?What will Xi and Trump talk about?
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  Tipping point? 30.04.2026 34min

  Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:Still no Iran resolution - are we close to a tipping point? Powell's legacy as Fed chair? What will Warsh do? And what about the ECB and other central banks?Is US exceptionalism coming back - is the dollar about to rip?
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  What Crisis? Why The Market Doesn't Care 17.04.2026 33min

  Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:Crisis over - Equities back to all-time highs. Is the stock market right? What are the longer-term implications that markets might be missing? When the disruption to energy markets blows over, will we be back to rate cuts or what will Central Banks do?
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  Recession like it's 1990? 25.03.2026 47min

  Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:Have your views on Iran changed from 2 weeks ago? What is the best historical parallel? Passing EnergyShock? Stagflation? Recession? Are the Europeans seriously going to hike rates?Is Gold no longer a safe haven?
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  Iran: An Oily TACO Enough? 11.03.2026 41min

  Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:Has the war in Iran upended your reacceleration thesis?How will central banks respond - is this like 2022, when they all hiked aggressively? Will recent market moves - strong USD, RoW underperformance - reverse if Trump TACOs?
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  The AI Doomsday Machine 25.02.2026 38min

  Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:1) Does every AI scenario now lead to disaster? 2) Can we stop worrying about tariffs after the Supreme Court ruling? 3) Is the global monetary cycle now turning?
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  The Warsh Fed and The Trade of The Decade 11.02.2026 42min

  Sell US and Buy RoWAndrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:1.     What did you make of the latest US jobs report? 2.     How will Warsh change the Fed? 3.     Can the "anything but US tech" trade continue - is this bullish for RoW, and especially for EM?
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  TACO Can't Save The Dollar 28.01.2026 39min

  And Japan Vs MMTAndrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:1. What are the lessons from Trump at Davos? Should we just ignore his chaos now?2. Hassett seems to have dropped out - would Warsh or Rieder be as aggressive in pushing lower rates?3. To quote Robin Brooks, “Is Japan where MMT goes to die?" Does this matter for global markets?
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  Powell vs Trump - It's WAR 12.01.2026 39min

  Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:1.     What are our new year resolutions?2.     What do you make of the latest Fed-Trump spat- does this change things?3.     Will Trump's affordability drive work?4.     Can productivity revival save US from inflation in 2026?
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  Off-Consensus Views for 2026 17.12.2025 35min

  Growth and Inflation Acceleration far above consensus Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:1.   What did you make of the Fed decision - is it providing backdoor financing? 2.  What are your big non-consensus ideas for 2026?3.  How much does the choice of Fed chair change the outlook - and who do you prefer, Warsh or Hassett?
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  The Big Fed Conspiracy 27.11.2025 44min

  Fed Cut, AI and the UK BudgetAndrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:1) Is a Fed rate cut now ON? What should we make of therecent FOMC dissent? 2) How is AI actually affecting the economy? 3) What do you make of the recent budgets in Japan andthe UK? What do the different market responses tell us about global markets?
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  The Big Short 2.0 14.11.2025 46min

  Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:1) Are you more worried by strains in US money markets or equity markets?(2) Will Trump's tariff rebates stoke inflation? (3) How should central banks respond to the AI boom?
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  Fed Hikes in 2026? 30.10.2025 43min

  Multiple Rate Hikes Next Year? Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:1) Fed Reaction - what happens next?2) Is the K-shaped economy sustainable? Are you worried about credit cockroaches? 3) How is the world looking outside the US? Is the bull case for non-US assets still intact?
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  How the Cycle Ends and the Bubble Bursts 15.10.2025 42min

  Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:1) Trade War Escalation: Will markets care?2) No Recession this year - How/When does this cycle end? 3) What could burst the AI bubble?