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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

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TS Lombard: Combining Economics, Politics and Markets

TS Lombard was formed in September 2016 following the merger of Lombard Street Research and Trusted Sources. This brief video explains how and why our research is unique.

TS Lombard: Combining Economics, Politics and Markets

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TS Lombard's Blitz Calls Clarida Fed Pick Positive for Markets

TS Lombard's Blitz Calls Clarida Fed Pick Positive for Markets

TS Lombard Chief U.S. Economist Steven Blitz discusses the markets and weighs in on U.S. President Donald Trump announcing his intention to nominate Richard Clarida as vice chairman of the Federal Reserve. Blitz speaks on "Bloomberg Daybreak: Asia."

Yuan Has Become a Safe Haven, Says TS Lombard's Brainard

Yuan Has Become a Safe Haven, Says TS Lombard's Brainard

Larry Brainard, TS Lombard chief emerging markets economist, discusses the relationship between the U.S. and China. He speaks with Bloomberg's Mark Barton and Vonnie Quinn on "Bloomberg Markets."

TS Lombard: Fair and reciprocal Chinese-US trade is impossible

TS Lombard: Fair and reciprocal Chinese-US trade is impossible

There are more serious issues than tariffs that the U.S. and China will have to discuss in the long term, Jonathan Fenby, chairman of China team at TS Lombard, said.

American worker and consumer lose from tit-for-tat tariffs

American worker and consumer lose from tit-for-tat tariffs

Jonathan Fenby, TS Lombard China team chairman, and Steve Orlins, National Committee on U.S.-China Relations president, discuss the retaliatory tariff environment between the U.S. and China.

Auto sector has always been in a 'tight situation,' strategist says

Auto sector has always been in a 'tight situation,' strategist says

Andrea Cicione, head of macro strategy at TS Lombard, discusses the auto sector and potential market risks.

Global markets tune into China-US trade talks

Global markets tune into China-US trade talks

Markets took fright as President Trump aimed $60 billion of annual tariffs at China. TS Lombard’s Jon Harrison explains how we came to this point, and the prospects for an amicable settlement.

TS Lombard's Granville Says Diplomat Expulsions Reflect a Reaction to Circumstantial Evidence

TS Lombard's Granville Says Diplomat Expulsions Reflect a Reaction to Circumstantial Evidence

Christopher Granville, managing director of global political research at TS Lombard, discusses international relations after over 100 Russian envoys have been expelled globally. He speaks with Tom Keene on "Bloomberg Surveillance." 

What to watch for during President Trump's meeting with the Saudi Crown Prince

What to watch for during President Trump's meeting with the Saudi Crown Prince

Christopher Granville of TS Lombard says economic development and US shale oil production will likely come up in today's meeting between President Trump and Saudi Crown Prince Mohammed bin Salman, in addition to national security issues.

Britain expels 23 Russian diplomats

Britain expels 23 Russian diplomats

Christopher Granville, managing director for EMEA and global political research at TS Lombard, discusses the spy poisoning spat between the U.K. and Russia.

New Fed Chair Powell is a refreshing change to Yellen

New Fed Chair Powell is a refreshing change to Yellen

Steve Blitz, chief U.S. economist at TS Lombard, reacts to new Federal Reserve Chairman Jerome Powell's debut testimony to Congress.

Our Videos

Trade War Escalates With No End Yet In Sight

Trade War Escalates With No End Yet In Sight

The latest tit for tat measures do not amount to a Trade War, but are nonetheless warning shots, says Jon Harrison, Managing Director EM Macro Strategy. Even if there is no full on Trade War, investors should pay attention to supply chain risks. The US objective of preventing Chinese technological development is unrealistic, which leaves the trade deficit as the most likely way for the US to claim victory. A negotiated settlement remains likely, but in the meantime, the US has yet to formulate a coherent negotiating strategy – and its chaotic negotiating style will ensure that markets remain on edge.

Why & When does US/EA Up-Cycle End

Why & When does US/EA Up-Cycle End

Charles Dumas, Chief Economist comments on:

  • ECB has lost control of the euro rate - weak dollar is driving US yields up
  • Strong euro to slow Germany, hurt Italy late in 2019
  • Higher T-note yields and Fed funds rate to slow US below potential

Geopolitical Trade

Geopolitical Trade

For market-moving geopolitical risk, Syria matters less than the “geo” element in the US-China ‘trade war’ saga, says Christopher Granville, Managing Director EMEA and Global Political Research. Tariff tit-for-tat is a sideshow compared to US anxieties about Chinese leadership in advanced technology. This will make expected deals tricky to finalise – and precarious. In short, here is a long-term geopolitically-based volatility driver.

Trading trade troubles

Trading trade troubles

Oliver Brennan, Senior Macro Strategist, discusses the US' maneuvering to reduce its trade deficit with major trading partners, and to weaken the dollar. But if the troubles go too far it could induce a risk-off move.

4 Reasons We Have Not Seen The Peak In Equities

4 Reasons We Have Not Seen The Peak In Equities

Martin Shenfield, Senior Macro Strategist at TS Lombard views the recent market selloff as a healthy correction. There are 4 fundamental reasons for this:

  • Global synchronised growth will be sustained through 2019
  • Global imbalances improving as China and Germany consumption picks up
  • The next recession will be a mild one. There are no conditions in place to create a global crisis
  • Central banks will continue to inflate asset prices bubbles with excess liquidity

The short-term risks to the market as rising real bond yields and currency swap basis. The medium-term risk is a genuine bubble developing which central banks will have to clean up.

Financial Stability Not Inflation to Drive Fed Policy

Financial Stability Not Inflation to Drive Fed Policy

Steve Blitz, Chief US Economist at TS Lombard on the Fed: Financial Stability Not Inflation to Drive Fed Policy

Tailwind from tax cuts helps Capex lead a strong Growth Year

Tailwind from tax cuts helps Capex lead a strong Growth Year

 

Steve Blitz, Chief US Economist at TS Lombard talks on US Growth: Tailwind from tax cuts helps Capex lead a strong Growth Year.

What's the story on the dollar this year?

What's the story on the dollar this year?

Hear what our Chief US economist Steve Blitz and our Senior Macro Strategist Ollie Brennan have to say about currency markets, the impact of the Trump tax cuts, and offshore dollar liquidity.

Emerging Markets Outlook for 2018

Emerging Markets Outlook for 2018

Larry Brainard, Chief Emerging Markets Economist, highlights our best calls from 2017 as well as what to expect in 2018.

  • Global: EM year-end risks priced in amid rising optimism
  • China: The Chinese consumer goes upmarket
  • Brazil: Pension reform debate enters critical week
  • India: Modi’s BJP likely to win Gujarat poll after tough fight
  • Russia: Rosneft-Sistema: Sechin’s warpath risks a trail of damage
  • Mexico: Do not rule out a 25 bp hike on 14 December
  • Strategy: Assessing our 2017 Asset Allocation views

2018’s Rosy Scenario – with added Bubbles

2018’s Rosy Scenario – with added Bubbles

Charles Dumas, Chief Economist, on TS Lombard's outlook for 2018.

  • 3 major locomotives – US, EA, China – boosting 2018 growth
  • Stocks bullish in 2018, bonds modestly bearish, euro up further
  • 4 hikes by Fed, but policy still stimulative, as are ECB and BoJ
  • Foolish quest for 2% inflation risks stock market bubble/bust
  • Downswing in 2019 or 2020 to discredit central banks
  • Major economies strongest this century in the medium term
  • Chief threat is political, from mid-level job & income losses
  • Monetarist paradigm jeopardised by intensifying anti-elitism

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

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TRACK RECORD

Track Record

We have a 28 year track record of successful calls. Many of these calls combined economic, political and market analysis.

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MEDIA

TS Lombard's Blitz Calls Clarida Fed Pick Positive for Markets

TS Lombard Chief U.S. Economist Steven Blitz discusses the markets and weighs in on U.S. President Donald Trump announcing his intention to nominate Richard Clarida as vice chairman of the Federal Reserve. Blitz speaks on "Bloomberg Daybreak: Asia."

READ MORE

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