Freya Beamish
Freya Beamish is the Chief Economist at TS Lombard, a macroeconomic forecasting consultancy firm headquartered in London. Freya has spent her career tracking the global economy and warning of financial frailties. She identifies forces outside Asia that have the potential to catalyze trends in the economies she covers, and has several years of experience covering the global economy, with a particular focus on China, Japan, and Korea. Prior to rejoining TS Lombard, she was Chief Asia Economist at Pantheon Macroeconomics, an independent research firm based in England.
Freya Beamish Professional Experience / Academic History
Professional Experience
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Chief Economist
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Chief Asia Economist
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Macro Group Manager
Academic History
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M.S., Economics
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M.A., Economics and Law
CAREER HIGHLIGHTS
In 2011, Freya joined Charles Dumas and Diana Choyleva in identifying a loss of competitiveness of Chinese firms, leading to the slowdown in growth, and sharp rise in leverage.
In 2016, she used flow of funds and liquidity analysis to forecast that China’s most likely path entailed a run-up in household debt, as a result of the corporate attempt to deleverage, generating a property shock at the end of the cycle
In 2016, she showed how building financial fragilities in Japan’s external balance sheet would force the BoJ to switch to yield curve control.
In 2020, her forecast of the Q1 GDP contraction in the eye of the Covid storm was the closest among Bloomberg forecaster contributors, lending weight to her true real GDP estimates, at a moment when the authorities chose to reveal all in their official GDP print.
MEDIA & PUBLICATIONS
Freya has been featured in Bloomberg, Barron's, Financial Times, CNBC, and Real Vision.