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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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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

TS Lombard: Combining Economics, Politics and Markets

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.

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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To request an interview with a member of our team, please get in touch zdl@tslombard.com

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