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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."
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."
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.
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.
Andrea Cicione, head of macro strategy at TS Lombard, discusses the auto sector and potential market risks.
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.
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."
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.
Christopher Granville, managing director for EMEA and global political research at TS Lombard, discusses the spy poisoning spat between the U.K. and Russia.
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.
Charles Dumas, Chief Economist comments on:
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.
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.
Martin Shenfield, Senior Macro Strategist at TS Lombard views the recent market selloff as a healthy correction. There are 4 fundamental reasons for this:
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.
Steve Blitz, Chief US Economist at TS Lombard on the Fed: Financial Stability Not Inflation to Drive Fed Policy
Steve Blitz, Chief US Economist at TS Lombard talks on US Growth: Tailwind from tax cuts helps Capex lead a strong Growth 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.
Larry Brainard, Chief Emerging Markets Economist, highlights our best calls from 2017 as well as what to expect in 2018.
Charles Dumas, Chief Economist, on TS Lombard's outlook for 2018.
We have a 28 year track record of successful calls. Many of these calls combined economic, political and market analysis.READ MORE
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