Freya Beamish

Freya Beamish, Chief Economist at TS Lombard, discusses the shifting landscape of the international monetary system. She argues that U.S. tariff policies are pushing towards a multi-polar currency order. Freya predicts a potential reduction in U.S.-China tariffs to around 30%. The conversation dives into the dynamics between the dollar and the yuan, along with the influence of global selling on U.S. financial markets. Lastly, she highlights investment strategies amid these currency shifts and the need for effective policies to maintain dollar dominance.

In this engaging discussion, macro strategist Dario Perkins and economist Freya Beamish delve into the fragility of the labor market and the contrasting signals from bonds and equities. Dario introduces his insightful 'Perkins rule' while Freya offers sharp rebuttals, emphasizing the complexities of inflation dynamics. They explore the current AI investment landscape, debating whether it's a mere bubble or a genuine productivity boom, and discuss potential triggers for a market downturn. It's a thought-provoking analysis on the intersection of economics and emerging technologies.

Dario Perkins, an economist who spots historical policy parallels, and Freya Beamish, a macro analyst focused on inflation and asset allocation, debate 1990-style energy shocks and recession risks. They discuss market positioning, supply disruptions and volatility. They weigh central-bank responses, UK fiscal limits and whether gold still behaves as a safe haven.

Freya Beamish, TS Lombard economist focused on labour markets and central bank policy, and Dario Perkins, TS Lombard macroeconomist specializing in inflation and energy shocks, discuss Iran’s conflict and its market fallout. They map short to protracted scenarios, quantify initial energy-driven CPI effects, assess central bank responses, and consider dollar strength, terms-of-trade winners, and timing for a potential market rebound.

Dario Perkins, an economist at TS Lombard known for his contrarian macroeconomic views, joins Freya Beamish, who specializes in fiscal multipliers and balance-sheet perspectives. Together, they explore the Fed's recent decisions and debate whether it acts as a backdoor financier. Their bold predictions for 2026 suggest unexpected growth, challenges from labor shortages, and the implications of different Fed chair candidates—Kevin Hassett and Kevin Walsh—on future policy. They also discuss the nuances of inflation and potential equity market shifts.

Dario Perkins, a macro strategist known for his insights on trade and inflation, joins economist Freya Beamish, who specializes in currency dynamics and regional equity risks. They delve into whether markets will react to heightened trade tensions, explore the cyclical nature of inflation and potential triggers for the AI bubble. Discussions reveal the implications of labor dynamics and corporate margins on productivity, alongside strategies for portfolio diversification. A captivating examination of today’s economic landscape and what might lie ahead!

Freya Beamish, macro economist who studies demand and tech diffusion, and Dario Perkins, data‑driven macro analyst skeptical on hype, debate AI risks and the economy. They tackle whether AI scenarios imply disaster, how productivity gains can boost demand, the inflationary effects of AI build‑out, tariff rulings and their fiscal impact, and if the global monetary cycle is shifting.

Freya Beamish, a macroeconomist focused on central bank policy and currency dynamics, and Dario Perkins, a macro strategist on monetary and fiscal flows, debate market reactions to political shocks. They unpack the changing safe-haven role of the dollar, shifting hedging strategies by international investors, Japan’s lesson for MMT and risks around Fed appointments and financial stability.

Dario Perkins, a macro strategist at TS Lombard, and Freya Beamish, a global economist, delve into pressing economic questions. They discuss the Fed's shifting stance and its implications for future rate hikes. Dario critiques the sustainability of the K-shaped economy while highlighting potential inflationary pressures from labor market rebounds. Freya warns about 'credit cockroaches' and the need for diversification outside the US, as they analyze opportunities in global markets shaped by AI advancements and geopolitical shifts.

Dario Perkins, a macroeconomic expert at TS Lombard, and Freya Beamish, an analyst specializing in global economic conditions, dive into pressing financial questions. They discuss whether the U.S. is now 'uninvestable' amidst fears of a global recession. The duo highlights the impact of aggressive tariff policies on market sentiment and inflation dynamics. They also address the complexities of the labor market and advocate for shift towards safer investments in today's volatile environment.