GlobalData TS Lombard: Perkins Vs Beamish

Bullish consensus spells trouble? Any Bears left? And Freya tries out her Scottish accent

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?

This week we cover:

1.    What can Trump do to lean on the Fed?

2.    How much confidence can we take from Bessent's appointment?

3.    What's the bull case for Europe inTrump World?

Trump vs the Fed. How serious a problem will inflation be and is this the final tipping point for neo-liberalism?

1.    How inflationary will Trump be?

2.   Can the Fed retain its independence?

3.    Is this the end of Neo-liberalism?

Fiscal crisis moment for the U.S? Strong dollar in 2025? Is austerity back for the U.K?

1. Is the US facing a Liz Truss moment given that we have two candidates planning to spend like drunken sailors

2. 2025: The year of tariffs and a strong dollar?

3. Will the UK budget next week take us back to austerity, or can Reeves fiddle the rules?

Recession fears over, inflation fears back and China equity rally here to stay?

Dario Perkins and Freya Beamish debate three of the top current questions from our client base. This week we cover:

1) Did Friday's report kill recession fears?

2) Could inflation make an unexpected comeback?

3) Will this China equity rally die without fiscal

Dario Perkins and Freya Beamish answer three of the top current questions from our clients. This week we cover:

1) Are markets right to react so bullishly to the big Fed rate cut?

2) Do we still need to worry about the Japan carry trade?

3) Is China as bad as it looks? What does this mean for Row?

Dario Perkins and Freya Beamish answer three of the top current questions from our clients:

1) How close are we to a US recession?

2) Will the Fed cut 25 or 50 bps? Will cuts do any good anyway?

3) What is going on in global manufacturing? Is there a real danger for the global economy brewing?