Insights - monetary policy

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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.

The war on deflation

15 May 2020 - Dario Perkins

The COVID-19 pandemic has forced governments and central banks to work together to support the economy. While most investors welcome these efforts – it is the reason global asset prices have recovered from their March.

#Central Banks #Monetary Policy #Inflation #Recession #Covid19

The equity rebound - just another bulltrap?

01 May 2020 - Dario Perkins

Watching financial markets, it is tempting to think the worst of the COVID-19 crisis is over. Equity values have bounced and credit spreads have narrowed, even as the oil market continues to suffer alarming strains..

#Monetary Policy #Recession #Fiscal Policy #Covid19 #Bear Market #Bull Market

Fire starter?

21 Apr 2020 - Dario Perkins

Policymakers all over the world have responded forcefully to COVID-19, using war-time analogies to justify massive expansions in their budget deficits. With governments adding up to 20% pts of GDP to their national.

#Monetary Policy #Inflation #Debt #Covid19

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Video

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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.

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Press

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