GlobalData TS Lombard: Perkins Vs Beamish

Dario Perkins and Freya Beamish two economists at TS Lombard answer three of the top current client questions. Our client base comprises asset managers, investment banks, pension funds, wealth managers, insurance, private equity and hedge funds. The questions will focus on what is currently driving financial markets.

Last refreshed: June 30th, 2026 at 12:05 PM

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Episodes

US Bear Attack!

Dario's Short US/Long RoW has done well, closing time? Andrew Slazenger (andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer three of the top current client questions This 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?

Mar 12, 2025•33 min•Season 1Ep. 12

The Plan to Blow Up the Dollar

And how the German Elections will alter the entire European growth picture Andrew Slazenger (andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer three of the top current client questions This week: 1) Will there be a Mar-a-Lago accord? 2) German Elections, European and Global impact? 3) Will Dario's Short US/ Long RoW continue to work?

Feb 26, 2025•33 min•Season 1Ep. 11

Fade Trump Chaos Until The Tipping Point

Dario Perkins and Freya Beamish answer three of the top current client questions This week: 1. Already time to fade the Trump chaos? 2. Are we about to see a big monetary policy decoupling? 3. Could the UK end up with an IMF bailout?

Feb 07, 2025•31 min•Season 1Ep. 10

The End of US Exceptionalism?

Dario Perkins, MD Global Macro, and Freya Beamish, Chief Economist debate the three key client questions: 1. Someone at Davos said the business cycle doesn't matter anymore. Should that terrify us? 2. What have we learnt from Trump so far? 3. Is the US exceptionalism trade still right?

Jan 23, 2025•29 min•Season 1Ep. 9

The Bond Market Meltdown

Dario Perkins, MD Global Macro, and Freya Beamish, Chief Economist debate the top three client questions: 1. What is driving the carnage in bonds and will it continue? 2. What have we leant about Trump 2.0 since the election? 3. Are markets right to give up on the prospect of China stimulus?

Jan 13, 2025•34 min•Season 1Ep. 8

The Doomsday Scenario for 2025

Bullish consensus spells trouble? Any Bears left? And Freya tries out her Scottish accent Dario Perkins, MD Global Macro, and Freya Beamish, Chief Economist debate the top three client questions: 1. 2025 outlook consensus: Why do they all agree? 2. Where have all the bears gone? 3. What's the most bearish take on 2025 and why don't you agree?

Dec 12, 2024•30 min•Season 1Ep. 7

Bessent, Fed Bashing and Euro Bullishness

This week we cover: 1. What can Trump do to lean on the Fed? 2. How much confidence can we take from Bessent's appointment? 3. What's the bull case for Europe inTrump World?

Nov 27, 2024•30 min•Season 1Ep. 6

Trump's Inflationary World

Trump vs the Fed. How serious a problem will inflation be and is this the final tipping point for neo-liberalism? Dario Perkins, MD Global Macro, and Freya Beamish, Chief Economist debate the top three client questions: 1. How inflationary will Trump be? 2. Can the Fed retain its independence? 3. Is this the end of Neo-liberalism?

Nov 12, 2024•40 min•Season 1Ep. 5

Truss moment for the U.S?

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?...

Oct 24, 2024•29 min•Season 1Ep. 4

Is it Bearish or Beamish? Recession, Inflation and China

Recession fears over, inflation fears back and China equity rally here to stay? Dario Perkins and Freya Beamish debate three of the top current questions from our client base. This week we cover: 1) Did Friday's report kill recession fears? 2) Could inflation make an unexpected comeback? 3) Will this China equity rally die without fiscal stimulus?

Oct 08, 2024•28 min•Season 1Ep. 3

Broken China and Fed Bonanza

Dario Perkins and Freya Beamish answer three of the top current questions from our clients. This week we cover: 1) Are markets right to react so bullishly to the big Fed rate cut? 2) Do we still need to worry about the Japan carry trade? 3) Is China as bad as it looks? What does this mean for Row?

Sep 23, 2024•38 min•Season 1Ep. 2

Recession, Cuts and Manufacturing Dangers

Dario Perkins and Freya Beamish answer three of the top current questions from our clients: 1) How close are we to a US recession? 2) Will the Fed cut 25 or 50 bps? Will cuts do any good anyway? 3) What is going on in global manufacturing? Is there a real danger for the global economy brewing?

Sep 09, 2024•34 min•Season 1Ep. 1

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