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The Bond Market Meltdown
Season 1 Episode 8
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 T…
Published on 10 months ago
The Doomsday Scenario for 2025
Season 1 Episode 7
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:
…Published on 11 months ago
Bessent, Fed Bashing and Euro Bullishness
Season 1 Episode 6
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?
Published on 11 months, 2 weeks ago
Trump's Inflationary World
Season 1 Episode 5
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 thr…
Published on 1 year ago
Truss moment for the U.S?
Season 1 Episode 4
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 c…
Published on 1 year ago
Is it Bearish or Beamish? Recession, Inflation and China
Season 1 Episode 3
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…
Published on 1 year, 1 month ago
Broken China and Fed Bonanza
Season 1 Episode 2
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 nee…
Published on 1 year, 1 month ago
Recession, Cuts and Manufacturing Dangers
Season 1 Episode 1
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) …
Published on 1 year, 2 months ago