EPISODE · Dec 12, 2024 · 29 MIN
The Doomsday Scenario for 2025
from GlobalData TS Lombard: Perkins Vs Beamish · host TS Lombard
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?
What this episode covers
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?
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The Doomsday Scenario for 2025
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