Blogs

Our charts and blogs showcase our thought-leadership on key issues in economics, politics and markets. Visit our research services and request a trial to find out more.


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.

Housing supply splurge

06 Nov 2020 - Oliver Brennan

The Covid crisis has triggered secular shifts in tech, but in housing too? Whether Growth really is the new Value or whether we are in the early stages of a tech bubble, secular shifts in use of technology since the.

#Recession #US Economy #US Housing #Credit

Perma-frosts and fiery endgames

06 Nov 2020 - Dario Perkins

The bond-equity correlation has gone mainstream in 2020, thanks in part to what happened in March when yields spiked even as equities crumbled (i.e. there was a POSITIVE correlation in returns). While this was.

#Central Banks #Equities #Bond markets

Ranking FX risk

28 Oct 2020 - Oliver Brennan

Currencies move up or down because of a cross-border supply/demand imbalance. Unfortunately, BoP data are published with a long lag. So our scoreboard uses higher-frequency heuristics (all back-tested to identify signal.

#USD #GBP #Fixed Income #Portfolio Management

Digital RMB - a new type of stimulus

23 Oct 2020 - Rory Green

Both the Fed and the ECB have grabbed headlines recently with talk of central bank digital currencies (CBDC). But of all CBDC projects currently in the works, it is the one by the People’s Bank of China that is nearest.

#China #Stimulus #People's Bank of China #Digital RMB #Cryptocurrency

Chaotic election but clear market reactions to come

23 Oct 2020 - Marcus Chenevix

Amid a once-in-a-century pandemic, with new Covid cases surging to a third US peak, the Biden campaign has entered the final stretch of the presidential election with tailwinds at its back and a war chest flush with.

#Trade War #Technology #US Economy #Energy #US Election #ESG

Brexit: Sticking to our "inevitable FTA" view

19 Oct 2020 - Christopher Granville

Neither the FX market nor most commentators are taking at face value Boris Johnson’s statement on October 16th that “trade talks [with the EU] are over”. While I would definitely agree with this sceptical view of what.

#Eurozone #Brexit #United Kingdom #Tariffs #US Election #Asset Allocation #FX Market

Portfolios in the post-Covid world

16 Oct 2020 - Andrea Cicione

If the Global Financial Crisis ushered in the era of zero yields, the Covid pandemic has made it a semi-permanent affair. We have looked at how lower bond returns have changed asset allocation choices faced by.

#Equities #Stock Market #Asset Allocation #Gold #Commodities #Dividend Aristocrats

K-runch Time

12 Oct 2020 - Dario Perkins

Data for other countries confirms the tendency for inequality to widen during recessions, though the picture is more mixed than the US experience – because it depends, in part, on the policy response. UK disparities,.

#Monetary Policy #Fiscal Policy #Inequality #K Recovery

China outperformance to continue

08 Oct 2020 - Lawrence Brainard

Equites are volatile globally but China is a big outperformer. Looking at rising equity volatilities, we conclude that markets are not ignoring downside risks; the point is that right now, the upside potential and.

#Equities #China #Emerging Markets #MSCI

UK economy at inflection point

07 Oct 2020 - Konstantinos Venetis

Chancellor Rishi Sunak has vowed to “balance the books”, yet pressure to keep the fiscal taps loose is unlikely to let up anytime soon. The government’s backstops have put a floor under the economy, but as the mid-year.

#Bank Of England #United Kingdom #Labour Market

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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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