GlobalData TS Lombard: Perkins Vs Beamish

• 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)?

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• 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?

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• 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?

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• 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?

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• Why the Fed Hates Trump

  Will Israel-Iran conflict derail markets?Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:1) Market impact of Middle East conflict? 2) Still no tariff inflation: can the Fed cut now?3) Are rising JGB yields a threat to global markets?

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