Global Economics, Monetary Policy, and Market Strategy by Dario Perkins
Dario Perkins is Managing Director of Global Macro at TS Lombard, where he leads research on central banks, inflation dynamics, and fiscal policy. Career origins trace back to HM Treasury in the United Kingdom, followed by roles at ABN AMRO covering European economics. His client base includes hundreds of institutional investors, ranging from sovereign funds to major hedge funds, who rely on his forecasts for positioning across bonds, equities, and crypto-linked assets.
Perkins has become known for clear communication on macro risk, frequently discussing stablecoins and central bank digital currencies as part of monetary evolution. Following on X (Twitter) exceeds 90,000, and posts are regularly cited in Bloomberg and Reuters reports. Annual income is estimated at US $600,000–800,000, combining salary, bespoke consulting, and conference fees. Speaking engagements in 2024–25 have included appearances at IMF and OECD events with audiences of more than 700. Perkins continues to shape investor understanding of global macro shifts, bridging traditional policy with digital asset developments.
Dario Perkins: ECB interest rate decisions shaped by 1970s inflation lessons
Dario Perkins questions why the European Central Bank (ECB) raises interest rates when energy prices rise and links this behavior to lessons from the 1970s. Perkins highlights how the ...
Jobs market accelerates at beginning of year, Dario Perkins notes
Dario Perkins reports that there has been considerable discussion about a reacceleration in the jobs market at the start of the year. He now observes that this reacceleration appears to be ...
Dario Perkins: Bank of England bond sales raise concerns for U.K. government image
Dario Perkins questions the Bank of England's ongoing bond sales, suggesting they are intended to address accusations of debt monetization during the COVID period. He points out that while these ...
Earnings season stands out as highly unusual, Dario Perkins notes
Dario Perkins observes that the current earnings season has been highly unusual, citing an impactful chart shared by another user. He points to distinctive patterns highlighted in recent earnings ...
Dario Perkins: Bond market sentiment shifts from 2022 to favor Keir Starmer
Dario Perkins observes a notable change in market sentiment. He highlights that while the bond market in 2022 wanted Liz Truss out, the current environment is more supportive of Keir Starmer ...
Hyperscalers drive $700 billion capex into AI ecosystem, Dario Perkins notes
Dario Perkins, industry influencer, highlights that bulls are currently prevailing in the market. Perkins points out that when hyperscalers invest $700 billion of capital expenditure into the AI ...
Dario Perkins: BoE analysis finds weaker labor market impact than 2022
Dario Perkins, industry influencer, assesses recent analysis released by the Bank of England comparing current conditions with 2022. Perkins highlights that as the labor market is not as tight ...
Macro podcast returns to analyze crisis and central bank actions, Dario Perkins discusses
The macro podcast referenced by Dario Perkins has resumed, focusing on major financial questions this week. The episode reviews whether financial markets are correct in looking past the ongoing ...
Dario Perkins: Unresolved conflict, U.S. recession or central bank action could undermine market confidence
Dario Perkins outlines three main risks that could undermine the market's ability to look past the current crisis. He states that if the underlying conflict cannot be resolved, the U.S. economy ...
Risk assets may ignore worsening inflation unless economic conditions shift, Dario Perkins warns
Inflation is set to become more severe due to ongoing disruptions in energy and food markets, according to Dario Perkins. He highlights uncertainty over whether risk assets will react if the ...
Dario Perkins: Missed speech from BoE chief economist described as another strong performance
Dario Perkins commented on missing a speech by the Bank of England's chief economist, referring to it as notably impactful. Perkins expressed his regret at not attending, suggesting the address ...
Higher oil prices raise inflation and reduce income, Dario Perkins notes
Economist Dario Perkins analyzed the debate around high oil prices, stating that an increase raises inflation and reduces the level of disposable income and profits. He suggested that even if ...
Dario Perkins: U.S. economy could face sharper downturn than other advanced economies
Dario Perkins suggests that the U.S. economy, if it experiences a downturn, may do so more rapidly than other advanced economies. He points to labor hoarding as a norm in those countries, which ...
Five years of high inflation raises new concerns, Dario Perkins notes
Dario Perkins raises a concern increasingly voiced by investors: whether experiencing five years of inflation above target levels is already too lengthy, especially amid the recent energy shock. ...
Dario Perkins: ECB and BoE take hawkish stance to manage inflation expectations
European Central Bank and Bank of England both aim to keep inflation expectations controlled by adopting hawkish messaging. Dario Perkins highlights that while this approach is similar for both ...
Only one central bank raised rates during 1990 oil shock, Dario Perkins notes
Dario Perkins draws attention to central bank policy during the 1990 oil price surge. He points out that only one central bank hiked interest rates in that period and did so while contending with ...
Dario Perkins: FOMC forecasts changed little despite worsening downturn and lingering denial
Dario Perkins observed that transcripts show Federal Open Market Committee (FOMC) members made only incremental adjustments to their forecasts despite a steady flow of negative economic news. ...
Dario Perkins questions impact of rate cuts on job market
Dario Perkins expresses skepticism about the effectiveness of cutting rates to aid low-end households and spur the job market. He suggests that such measures may not provide the anticipated ...
Dario Perkins analyzes risk of unsustainable K-shaped economy
Dario Perkins presents his latest insights in a podcast episode, delving into several pressing economic issues. Key topics include Federal Reserve Chair Jerome Powell's recent hawkish stance, ...
Dario Perkins: Apollo executive faces scrutiny over AI capex strategies
Dario Perkins recently shared insights on the discomfort of an Apollo executive discussing AI-related financial strategies on Bloomberg. The conversation centered around vendor financing and capex ...
Dario Perkins warns of economists' inversely predictive letters
Dario Perkins, a well-known economist, cautions on the potential inverse outcomes of economists' written appeals. He suggests that whenever large numbers of economists come together to draft a ...
