Dario Perkins

Dario Perkins is Managing Director for Global Macro at TS Lombard, an independent research firm focused on global macro economics. His research is known for original analysis that often challenges mainstream views on monetary policy effectiveness, labor market dynamics, and the political economy of central banking decisions. He has been an important voice arguing that structural changes in labor markets — including gig economy growth and changes in unionization — have important implications for the inflation-unemployment relationship and monetary policy transmission. His accessible writing style and willingness to stake out views that differ from consensus have made him influential among institutional investors seeking alternative macro perspectives. His work on the long-run fiscal dominance risk facing major central banks and the implications for inflation persistence has shaped how sophisticated investors think about the terminal rate cycle and the distribution of long-dated fixed income returns.