Blogs - technology

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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.

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

Tech selloff may soon be over – but for how long?

10 Sep 2020 - Andrea Cicione

Bubble behaviour is clearly visible in the marketplace… Calling the top of a bubble is as hard as winning the lottery. The signs of the mature stage of bubble formation are becoming increasingly evident – leveraged risk.

#Equities #Technology

US-China warpaths converge on tech

14 Aug 2020 - Christopher Granville

It is no accident that the escalation has concentrated on tech, while financial sector measures have remained relatively restrained for now. All the various strands and sources of US reactions to the rise of China now.

#China #Technology #US Economy

Bubbles, Covid-19 and digital disruption

07 Aug 2020 - Dario Perkins

Arguments about a bubble in equities continue, with US tech at the center of the dispute. Some are drawing comparisons with Dotcom in the 1990s. Yet the economic risks are greater this time. Big tech companies provide.

#Equities #Technology #Bubble

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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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