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?

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?

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.&nbsp;&nbsp;&nbsp;2025 outlook consensus: Why do they all agree?
2.&nbsp;&nbsp;&nbsp;Where have all the bears gone?
3.&nbsp;&nbsp;&nbsp;What's the most bearish take on 2025 and why don't you agree?

The Doomsday Scenario for 2025

Dario Perkins and Freya Beamish two economists at TS Lombard answer three of the top current client questions. Our client base comprises asset managers, ranging from pension funds to wealth managers and hedge funds. The questions will focus on what is currently driving financial markets.

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The Doomsday Scenario for 2025

The Doomsday Scenario for 2025