Dario Perkins, MD Global Macro, and Freya Beamish, Chief Economist debate the three key client questions:

1.    Someone at Davos said the business cycle doesn't matter anymore. Should that terrify us?
 
2.    What have we learnt from Trump so far? 
 
3.    Is the US exceptionalism trade still right?

Dario Perkins, MD Global Macro, and Freya Beamish, Chief Economist debate the three key client questions: 1. Someone at Davos said the business cycle doesn't matter anymore. Should that terrify us? 2. What have we learnt from Trump so far? 3. Is the US exceptionalism trade still right?

Dario Perkins, MD Global Macro, and Freya Beamish, Chief Economist debate the three key client questions:

1.&nbsp;&nbsp;&nbsp;&nbsp;Someone at Davos said the business cycle doesn't matter anymore. Should that terrify us?
 
2.&nbsp;&nbsp;&nbsp;&nbsp;What have we learnt from Trump so far? 
 
3.&nbsp;&nbsp;&nbsp;&nbsp;Is the US exceptionalism trade still right?

The End of US Exceptionalism?

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 End of US Exceptionalism?

The End of US Exceptionalism?