Insights - us economy

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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.

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

Last dance for US fiscal spending

23 Jul 2020 - Steven Blitz

Republican Senate Leader McConnell waited for this last minute to begin negotiating this“stimulus” package because he knew it would limit the bill’s scope. No side wants to see critical aspects of the CARES Act just.

#US Economy #Fiscal Policy #Unemployment #US Election #Deficit

Why we remain bears

23 Jun 2020 - Charles Dumas

This blog summarises our View on our bearish views about US stock prices. Steve Blitz’s analysis of the US economy in 2020-21 shows the policy context for the November elections. But our pessimism about stock-market.

#US Economy #Covid19 #Stock Market #Bear Market

Crisis roadmap: After the false dawn

29 Apr 2020 - Oliver Brennan

One month ago we introduced our crisis roadmap as our framework to think about the evolution of the global economy, financial markets and the path of the virus over the next several months. At the time, we reckoned we.

#Eurozone #US Economy #Covid19

Roadmap for US inflation

23 Apr 2020 - Steven Blitz

The near-term inflation outlook for the US economy is straightforward – there is none. Demand has collapsed, not supply, and there is no way that inflation will pick up until demand rises at least to meet supply. There.

#Inflation #US Economy

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