GlobalData.TSLombard (@TS

GlobalData.TSLombard

8,475 posts

GlobalData.TSLombard

@TS_Lombard

Independent Macro, Strategy and GeoPol research. Request a trial (investment professionals only) globaldata.com/macro/info/ts-…

London, New York, Hong Kong

globaldata.com/macro/

Joined March 2012

Pinned
GlobalData.TSLombard
@TS_Lombard
Jun 11
PODCAST: THE COMING FED RATE SHOCK 1) What would make you turn more bullish on AI? 2) Which CB is going to hike the most? 3) Is your US Reacceleration thesis back on track? @darioperkins @freyabeamish Apple: podcasts.apple.com/us/podcast/the… Spotify: open.spotify.com/episode/3zdOYW…
podcasts.apple.com
The Coming Fed Rate Shock
Podcast Episode · GlobalData TS Lombard: Perkins Vs Beamish · June 11 · 43m
26K
GlobalData.TSLombard
@TS_Lombard
Sep 24, 2024
BROKEN CHINA. Today's stimulus will not be enough. Recession incoming @freyabeamish @rorygreen5 with a high conviction call last week. "Alarm bells in China are ringing – This is the worst we've seen it for over 20 years." We project a nominal...
26K
GlobalData.TSLombard
@TS_Lombard
May 12, 2025
Podcast: "DEAL" DONE. CRISIS "OVER" @darioperkins @freyabeamish Spotify: open.spotify.com/episode/634LLG… Apple: podcasts.apple.com/us/podcast/dea… Dollar Decline or End of Reserve Currency?
open.spotify.com
"Deal" Done. Crisis "Over"
GlobalData TS Lombard: Perkins Vs Beamish · Episode
94K
GlobalData.TSLombard
@TS_Lombard
Aug 25, 2022
The New Macro Supercycle. Great historical charts from @darioperkins. Neoliberalism losing its grip, balance of power between labour and capital is shifting. CBs will fight this transition, but can't stand in the way of deep structural changes. The implications look profound.
GlobalData.TSLombard
@TS_Lombard
May 3, 2023
This is such an interesting chart from @darioperkins US outperformance has been the norm for the last 15 years but is the tide turning back to Europe? #equities
12K
GlobalData.TSLombard
@TS_Lombard
Mar 12, 2025
Podcast: US BEAR ATTACK! @darioperkins @freyabeamish US Slowdown or Crash? 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?
US Bear Attack! by GlobalData TS Lombard: Perkins Vs Beamish
From creators.spotify.com
78K
GlobalData.TSLombard
@TS_Lombard
Apr 14, 2023
Nice chart @darioperkins shows how crazy QE was when #Covid hit
12K
GlobalData.TSLombard
@TS_Lombard
Nov 8, 2022
From @darioperkins The other main lesson from the recent UK crisis is about how the vulnerabilities in the financial sector have migrated from the banks (the “sellside”) to institutional investors and “non-banks” (the buyside). UK pension funds had been engaging in activities...
GlobalData.TSLombard
@TS_Lombard
Feb 14, 2022
“The crucial difference between the last two decades and the 40 years before them, at least as far as monetary policy has been concerned, has been in companies’ pricing power.” As seen in @darioperkins’ chart in @johnauthers’ latest piece. hubs.li/Q0143RtN0 @markets
GlobalData.TSLombard
@TS_Lombard
Feb 27, 2023
Chip War! #semiconductor are key to the US/China Tech War. In an increasingly fraught geopolitical environment, China may resort to more coercive options in the face of further escalation by the US and its allies, with South Korea, in the end, joining their side
32K
GlobalData.TSLombard
@TS_Lombard
Apr 30, 2024
A NEW "SYSTEMIC RISK" TO MARKETS? CBs have suddenly taken an interest in private credit, which has grown “exponentially”. Officials admit there is a lot they don’t know – due to data gaps and the potential for dangerous interactions with other areas of... @darioperkins
8.1K
GlobalData.TSLombard
@TS_Lombard
Sep 26, 2022
.@sblitz1 says the Fed think core inflation will drop to near 4% by the first quarter. Fed watching should give way to recession watching among the things economists do. Keep in mind that expansions usually end with a bang, growth never just peters out. hubs.li/Q01ncv6F0
GlobalData.TSLombard
@TS_Lombard
Apr 16, 2025
Podcast: THE END OF DOLLAR SUPREMACY. And the end of US Outperformance. @darioperkins @freyabeamish Spotify: open.spotify.com/episode/0WAeEG… Apple: podcasts.apple.com/us/podcast/the… 1) Recession now inevitable? 2) Who blinks first: China or the US? 3) What will the world look like in 4 years?
open.spotify.com
The End of Dollar Supremacy
GlobalData TS Lombard: Perkins Vs Beamish · Episode
34K
GlobalData.TSLombard
@TS_Lombard
Apr 29, 2025
Podcast: MARKETS BOUNCE BUT DAMAGE IS DONE. Empty Shelves and Sudden Stops? @darioperkins @freyabeamish Spotify: open.spotify.com/episode/2gcoSt… Apple: podcasts.apple.com/us/podcast/mar… Did the markets successfully face down Trump? Sudden stop in imports from China, impact on US economy?
open.spotify.com
Markets Bounce but Damage is Done
GlobalData TS Lombard: Perkins Vs Beamish · Episode
40K