GlobalData TS Lombard: Perkins Vs Beamish

• Markets Bounce but Damage is Done

  Empty shelves and sudden stops?Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:1) Did the markets successfully face down Trump?2) Could we get a sudden stop in imports from China - what would this do to US economy?3) Is sustained US dollar weakness even possible if the US remains the world's reserve currency?

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  37:45
• The End of Dollar Supremacy

  And the End of US Outperformance Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer three of the top current client questionsThis week:1) Damage already been done? Recession now inevitable?2) Who blinks first - China or the US?3) Where are we going? What will the world look like by the end of Trump's term?

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  46:42
• The $30 Trillion Crash!

  Global Recession and is the US now Uninvestable?Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer three of the top current client questionsThis week:Is the US now Uninvestable?Should we expect a Global Recession?What should investors do now?

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  52:03
• Trump Blinks: Back to All-Time Highs?

  Dario bought the dip, what now?Andrew Slazenger ([email protected]) hosts Dario Perkins and Freya Beamish as they answer three of the top current client questionsThis week:1.    Can the stock market decline CAUSE a recession?2.    Can the Fed still cut if tariffs do happen?3.    Will German stimulus make the ECB hawkish and how will bonds cope?

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  28:08
• US Bear Attack!

  Dario's Short US/Long RoW has done well, closing time?Andrew Slazenger ([email protected]) hosts Dario Perkins and Freya Beamish as they answer three of the top current client questionsThis week:S&P 500 correction. Is it over or just getting started?Is the US on the brink of Recession?The end of US exceptionalism?

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  33:14

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