History

2016, Trusted Sources and Lombard Street Research came together to form TS Lombard. We provide something unique and important for investors – a powerful combination of macro economic, political and thematic research across both developed and emerging markets using a genuinely objective approach that has been built and tested over 28 years.

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ECONOMICS

Through our analysis of the forces that drive economics at the global, regional and country level, we have a joined-up picture of the world economy and a deeper understanding of the countries that investors care about. This gives us a unique perspective that allows us to present courageous, fresh, long-term thinking and forecasting with high conviction.

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POLITICS

With political drivers and government policy playing an increasingly significant role in determining economic and market outcomes, our world-wide team of political analysts are able to provide critical, timely insights into political shocks and policy developments that will influence investment performance – both regionally and globally.

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MARKETS

Using the wealth of macro economic, policy, and global political insight at our disposal, our team of strategists are able to provide actionable, unbiased advice on asset allocation, investment positioning and portfolio risk management.

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Press

19 Oct 2018 - CNBC

Economist discusses the possible outcomes if Bolsonaro wins

Larry Brainard of TS Lombard says a win by Brazilian presidential candidate Jair Bolsonaro is "going to lead to a very significant hope rally."

18 Oct 2018 - Bloomberg Radio

Dumas: Yuan Weakness Determined by US Trade War

The Yuan needs to go down a further 10-15 percent just to accommodate the impact of the tariff war says Charles Dumas, Chief Economist at TS Lombard. Speaking to Daybreak Europe’s Nejra Cehic he argues that there’s nothing justifiable about the tensions in pure trade-terms. It’s a question of who’s number one in the world.

17 Oct 2018 - Reuters

Hurricane Florence, rising mortgage rates hurt U.S. homebuilding

“The flattening of housing construction is essentially in place,” said Steven Blitz, chief U.S. economist at TS Lombard in New York. “Wage growth has begun to improve but not enough to give people the necessary income to carry a mortgage - especially for younger families, many still working out from under student loans.”

16 Oct 2018 - Finanz und Wirtschaft

What the interest rate differential means for investors

According to Andrea Cicione, Head of Investment Strategy of the research house TS Lombard, the difference is "unusually high". "Unusual is not only the height, but that the growth and the inflation difference between Germany and the US can not explain the difference," he says.

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