Growth and Inflation Acceleration far above consensus

Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) 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?

Fed Cut, AI and the UK Budget

Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) 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?

Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) 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?

Multiple Rate Hikes Next Year?

Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) 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?

Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) 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?

Immigration vs Inflation and AI vs Recession.

Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer:

1) Does the government shutdown matter?

2) Would the US already be in recession without AI?

3) Are deportations inflationary or deflationary?

When it bursts, will it crash the economy?

Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer:

1) Is the Labour market starting to crack?

2) Are bonds and equities saying completely different things about the macro outlook?

3) Is AI a bubble (and could it crash the economy)?

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 phone

Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) 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)?

Has Trump won H1?

Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) 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?

How would markets react?

Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) 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?

Happy 4th of July to our US listeners!

Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) 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?

Will Israel-Iran conflict derail markets?

Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) 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?

Are markets all Bulled up on TACO? S&P 500 all-time highs?

Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer:

1) Does TACO trade mean S&P 500 all-time highs are back on the menu?

2) Why were bond yields so high/rising?

3.) Trump's expansionary budget = fiscal crisis, either US or RoW?

Dollar Death or Dollar Decline?

Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer:

1) US-China deal - is the crisis over?

2) Dollar vs the World. Extended Weakness or End of Reserve Currency?

3) Why is the Fed so reluctant to cut? Is it playing politics?

Empty shelves and sudden stops?

Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) 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?

And the End of US Outperformance

Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer three of the top current client questions

This 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?

Global Recession and is the US now Uninvestable?

Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer three of the top current client questions

This week:

1. Is the US now Uninvestable?
2. Should we expect a Global Recession?
3. What should investors do now?

Dario bought the dip, what now?

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.    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?

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:

1. S&P 500 correction. Is it over or just getting started?
2. Is the US on the brink of Recession?
3. The end of US exceptionalism?

And how the German Elections will alter the entire European growth picture

Dario Perkins and Freya Beamish 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?