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.
Corporate earnings during Dotcom looked better in real time, Dario Perkins notes
Dario Perkins observed that during the Dotcom period, real-time corporate earnings appeared stronger than they are viewed today for that timeframe, as there were significant downward revisions ...
Dario Perkins: AI boom bust could trigger wealth destruction but not a persistent balance-sheet slump
Dario Perkins said that if the artificial intelligence boom turns into a bust, there would be significant wealth destruction and some credit stress. However, Perkins argued that such a scenario ...
Market-crushing yield levels are always round numbers, Dario Perkins notes
Dario Perkins questioned why the yield level considered sufficient to negatively impact the stock market is typically set at a round number such as 6% or 5%, rather than a more precise figure like ...
Dario Perkins: European bond spreads may widen until ECB acts
Dario Perkins raises concerns about the persistent focus on European bond spreads and describes the situation as tedious. Perkins suggests that spreads will continue to widen until the European ...
Central banks urged fiscal action in 2019, Dario Perkins notes
Dario Perkins reflects on the central banks' stance in 2019, recalling how they urged governments to increase spending because they doubted their ability to reach 2% inflation targets. Perkins ...
Dario Perkins: Global bond selloffs can signal caution for investors
Dario Perkins comments that global bond selloffs often present an environment where it is wise for investors to be cautious and avoid reckless decisions. He suggests that during periods of ...
Fed risks damaging credibility by avoiding a hike, Dario Perkins warns
Dario Perkins raises concerns about the position of a current Federal Reserve official, Warsh, regarding interest rate hikes in response to energy prices and recent public statements. Perkins ...
Dario Perkins: Differing views on bond market intelligence debated by experts
Dario Perkins comments on the diverging views of experts regarding the intelligence of the bond market. Perkins points out that Warsh views the bond market as a genius, while Bessent sees it as ...
Monetarists were right on COVID inflation but erred calling recession, Dario Perkins notes
Dario Perkins draws attention to the shift in views among monetarists who accurately tracked COVID-related inflation by following money supply trends. Perkins points out that these same ...
Dario Perkins: Hiking is key to stabilizing long-term yields and credibility
Dario Perkins argues that hiking rates is an obvious choice to stabilize long-term yields and reinforce credibility. He suggests that if no hike occurs, it would prompt important questions about ...
Minor inflation differences prompt strong Fed responses, Dario Perkins notes
Dario Perkins questions the logic behind sharp market reactions to small changes in monthly inflation rates. He points out that a shift from 0.2% to 0.3% inflation month-over-month appears to ...
Dario Perkins: Seasonality in core CPI may affect September rate hike outlook
Dario Perkins highlights that there has been residual seasonality in the core Consumer Price Index (CPI) since COVID. Perkins questions whether central bank policymakers with a hawkish stance ...
Market expectations must be verified to avoid falling real yields, Dario Perkins warns
Dario Perkins raises concerns about market rate hikes being effective only if expectations are validated. He suggests that if these expectations are not confirmed, inflation expectations could ...
Dario Perkins: Lack of forward guidance makes surprise central bank decisions more impactful
Dario Perkins suggests that the absence of forward guidance has intensified the market impact of unexpected central bank actions, whether they result in a surprise rate hike or a surprise hold. ...
Market forecasts BoE reaction, Dario Perkins notes
Dario Perkins argues that fiscal rules are not his primary area of interest, stating that the market is more concerned with predicting how the Bank of England will respond than with the United ...
Dario Perkins: Hospitality jobs drop 61,000 after revised 40,000 gain
Dario Perkins raises questions about the sharp decline in hospitality jobs, citing the payroll report that showed a decrease of 61,000 positions following a previously reported gain of 40,000, ...
Ship has sailed for central bank oversight of AI-related financial risks, Dario Perkins notes
Dario Perkins comments on calls for central banks to address financial sector risks linked to the growth of artificial intelligence. He suggests that any attempt to regulate or manage these ...
Dario Perkins: U.S. trend growth seen reaching 4 percent as stock market climbs
Dario Perkins questions recent optimistic assessments about the U.S. economy. He reacts to claims that U.S. trend growth is set to reach 4 percent and that there is nothing to stop the stock ...
Expectations for Fed rate hikes were low, Dario Perkins notes
Dario Perkins highlights that at the beginning of the year, there were few people forecasting Federal Reserve rate hikes. He adds that the entire distribution of sellside forecasts was below the ...
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 ...
