EPISODE · Jan 13, 2025 · 33 MIN
The Bond Market Meltdown
from GlobalData TS Lombard: Perkins Vs Beamish · host TS Lombard
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?
What this episode covers
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?
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The Bond Market Meltdown
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