Insights - liquidity

Our charts and insights showcase our thought-leadership on key issues in macro research, geopolitical investment and investment strategy. 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.
REQUEST A TRIAL

Bond market takes a breather

14 Apr 2021 - Konstantinos Venetis

If there is one theme that marked the first quarter of 2021, it is the upturn in bond yields. February saw real interest rates take up the baton from inflation expectations as the primary force behind rising long US.

#Liquidity #Stimulus #Stock Market

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

Investors can’t rely on central banks

24 Jun 2020 - Dario Perkins

The bounce in global stock markets since March has been both spectacular and a bit puzzling. Despite widespread gloom among institutional investors about ‘fundamentals’ – concerning both the macro outlook and the.

#Central Banks #Federal Reserve #Liquidity #Equities #Fiscal Policy #Covid19 #Bear Market

The rules to being a sellside economist

21 Jan 2020 - Dario Perkins

1) Economic forecasts: Forecasting GDP is basically a waste of time - no investor actually cares what this backward-looking gauge of the economy is doing. But getting it "right" is one of the few (though dubious) ways.

#Central Banks #Liquidity #GDP #Recession

VIDEO
Video

Video

View our summary videos on fast trending topics. To listen to a recording of our Conference Calls, please get in touch with zdl@tslombard.com

READ MORE
TRACK RECORD
Track Record

Track Record

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

READ MORE
PRESS
Press

Press

To request an interview with a member of our team, please get in touch zdl@tslombard.com .

READ MORE