GlobalData TS Lombard: Perkins Vs Beamish cover art

All Episodes

GlobalData TS Lombard: Perkins Vs Beamish — 45 episodes

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Title
1

Can Warsh Save the Bond Market?

2

A Kick in the Face to End the Cycle

3

Warsh: A Sock Puppet No More

4

Bubbles, Burnham and Bashing Warsh

5

The Coming Fed Rate Shock

6

Are we in a Bubble?

7

US Meltup, UK Meltdown

8

Tipping point?

9

What Crisis? Why The Market Doesn't Care

10

Recession like it's 1990?

11

Iran: An Oily TACO Enough?

12

The AI Doomsday Machine

13

The Warsh Fed and The Trade of The Decade

14

TACO Can't Save The Dollar

15

Powell vs Trump - It's WAR

16

Off-Consensus Views for 2026

17

The Big Fed Conspiracy

18

The Big Short 2.0

19

Fed Hikes in 2026?

20

How the Cycle Ends and the Bubble Bursts

21

Reaccelerating into an Inflation Crisis?

22

The AI Bubble Timeline

23

Inflationary Boom in 2026?

24

Is Trump Winning?

25

If Trump Fires Powell...

26

Is America Great Again?

27

Why the Fed Hates Trump

28

The TACO Bull

29

"Deal" Done. Crisis "Over"

30

Markets Bounce but Damage is Done

31

The End of Dollar Supremacy

32

The $30 Trillion Crash!

33

Trump Blinks: Back to All-Time Highs?

34

US Bear Attack!

35

The Plan to Blow Up the Dollar

36

Fade Trump Chaos Until The Tipping Point

37

The End of US Exceptionalism?

38

The Bond Market Meltdown

39

The Doomsday Scenario for 2025

40

Bessent, Fed Bashing and Euro Bullishness

41

Trump's Inflationary World

42

Truss moment for the U.S?

43

Is it Bearish or Beamish? Recession, Inflation and China

44

Broken China and Fed Bonanza

45

Recession, Cuts and Manufacturing Dangers