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TS Lombard has a 30 year track record of bold and incisive analysis of Economics, Politics and Markets. This brief video explains how and why our research is unique.

Biden's Inaugural to build populism

20 Jan 2021 - Steven Blitz

Not being Trump is not enough to successfully govern through the next four years, Biden must turn the base that elected him into a base for him. He will have this political challenge in mind as policies are initiated to.

#Populism #US Election #USD

The 2020 ABC

28 Dec 2020 - Oliver Brennan

There are two types of economist: those who don’t know and those who don’t know they don’t know. That’s why our final blog of the year usually gives “anti-forecasts” – outlandish things that definitely won’t happen. But.

#Brexit #2020 outlook #Covid19 #Recovery Fund #K Recovery #Quantitative Easing #Modern Monetary Theory

Economists’ guide to Christmas (redux)

23 Dec 2020 - Dario Perkins

This was something we published back in 2013 – the Economists’ guide to Christmas. But we made a serious omission, by leaving out Modern Monetary Theory. So here’s an update, incl. MMT: ‘If you put two economists in a.

#Central Banks #Federal Reserve #European Central Bank #Bank Of England #Bank of Japan #Modern Monetary Theory

The Vaccine Matrix: Winners and Losers

30 Nov 2020 - Oliver Brennan

Fill in the form below to download the full report - The Vaccine Matrix: Winners and Losers, by Oliver Brennan, Managing Director, Macro Strategy.  What does the great rotation mean for countries’ economies? Is it.

#Eurozone #China #Vaccine #Recovery

Double-Dip Recession on the way?

24 Nov 2020 - Davide Oneglia

A virulent second wave of the Covid-19 pandemic is underway. We do a back-of-the-envelope calculation to estimate relative declines in domestic demand in what we think is a ‘credible’ worst case scenario. We compare the.

#Eurozone #GDP #Recession #Covid19

QE Nuclear Options

19 Nov 2020 - Dario Perkins

An effective COVID-19 vaccine is great news because it will save lives and means we might still escape from the current economic crisis with minimal long-term scarring. Yet, the global economy faces a difficult winter,.

#Central Banks #Liquidity #International Monetary Fund #Macro Picture

EM: Vaccine rotation impact

17 Nov 2020 - Jon Harrison

The prospect of a vaccine will drive a rotation to underperforming EM assets at the expense of outperformers. EM exporters will benefit from rising global growth, while growing inflationary pressures will shift the.

#Emerging Markets #Vaccine

BioNTech/Pfizer vaccine announcement in a financial market perspective

13 Nov 2020 - Christopher Granville

“Where might be the catch?” This question about the prospects for the vaccine route to suppressing the pandemic arises naturally from financial markets’ acclamation of last Monday’s Pfizer/BioNTech announcement. Before.

#Fiscal Policy #Stimulus #Vaccine

The Fed's Shortened Timeline

12 Nov 2020 - Steven Blitz

The vaccine arrives early 2021, so our growth forecast accelerates as a result, beginning in 2021 Q3, and the timeline for when the Fed first “tightens” shortens. It may seem odd to relay this view just when the.

#Federal Reserve #Monetary Policy #US Economy #Vaccine #Quantitative Easing

Covid Scarring. Impact in 12 charts

09 Nov 2020 - Dario Perkins

Covid economic scarring is not inevitable, but it is becoming likelier with a second wave of the virus and “fiscal fatigue” setting in. Central banks are determined to ensure scarring does not materialise, but fiscal.

#Fiscal Policy #Covid19

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We have a 30 year track record of successful calls. Many of these calls combined economic, political and market analysis.

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