Lombard Street Research

18 years of forecasting success

Guest Contributors

About the Company

Lombard Street Research was founded in 1989 by Tim Congdon CBE and quickly established its reputation as a leading provider of independent macroeconomic research.

Our consistent aim has been to provide accurate economic forecasts in order to improve the investment thinking and strategic decisions of financial institutions, banks and corporations worldwide.

Our Economists

A research company is only as strong as its people, and at Lombard Street Research we can boast some of the most original, rigorous and consistently accurate comment and analysis on the world's markets.

Our team of economists has a breadth of specialties that gives us a comprehensive grasp of global economic trends, and an individual depth of knowledge and experience that affords us an unrivalled perspective on economic events.

Charles Dumas, Diana Choyleva, Brian Reading, Gabriel Stein, Chris Turner, Michael Taylor, Robert Minikin, Maya Bhandari, Jamie Dannhauser & Helen Slater.

FSN's Jim Puplava interviews Chris Turner 
for The Big Picture Broadcast - December 8, 2007

ARCHIVED ARTICLES for Gabriel Stein, Director and Chief International Economist

06/18/2008 Central banks and the return of inflation 
05/21/2008 An RBA dilemma
04/13/2008 A GCC bad bet
04/11/2008 China slows – but not fast enough
03/31/2008 3½% inflation spells no rate cut
03/25/2008 Confused of Taipei
03/14/2008 How to respond to inflation
03/13/2008 Fed slashes interest rates, retail sales tumble 
03/11/2008 China's ominous winter inflation
03/06/2008 The ECB’s single-needle compass with Michael Taylor
02/26/2008 Full speed ahead and damn the inflation!
02/22/2008 Euroland bad news – but not that bad
02/11/2008 RBA flags another hike
01/31/2008 Euroland divergence returns
01/30/2008 No US recession yet – but likely in Q1
01/24/2008 Trade rerouting postpones Taiwanese (et al) slowdown
01/23/2008 Fed cut need not derail RBA hike
01/22/2008 Panic? Or the right move?
01/16/2008 US stagflation approaches
01/14/2008 US broad money signals inflation up, growth down
01/10/2008 ECB masterful inactivity continues
01/07/2008 Weaker sentiment won’t sway ECB

Gabriel Stein  graduated from the Stockholm School of Economics with an MSc in 1980. In 1981 he worked for the International Relations Department of the Israeli Ministry of Finance. From 1982 to 1991 he ran his own economics and public affairs consultancy, Stein Brothers, first in Stockholm and from 1990 in London.

ARCHIVED ARTICLES for Charles Dumas, Director of the World Service

04/30/2008  US + China => oil spike partly cyclical
04/23/2008  Japanese export slowdown heralds recession
04/17/2008  Chinese Q1 real GDP gain was 16-17%, not 10.6%
03/10/2008  Ben pours flames on troubled oil
02/29/2008  US consumers in debt hole – Fed keeps ‘em digging
02/27/2008  Bernanke’s Fed shoots US in both feet
02/20/2008  US CPI, housing => real GDP down in Q1
02/19/2008  Chinese inflation forces further yuan gains
02/15/2008  US consumer recession now indicated
02/13/2008  US feckless sap the reckless
02/06/2008  Bang go the bonuses – and real US income growth
02/05/2008  US Tipping Point
02/01/2008  US data still point to low +ve. growth
01/11/2008  US net exports worse – China’s better, ie less
01/04/2008  US jobs data less bad than meets the eye

Charles Dumas has extensive experience as a business economist and financial markets professional. In the 1980s he was Head of Research for JP Morgan in London. In the mid-to-late 1970s he was Director of European Economics for General Motors.

ARCHIVED ARTICLES for Brian Reading, Director

12/24/2007 Bye-bye 007

Brian Reading founded the World Service at Lombard Street Research in 1991 together with Gabriel Stein. He was economics advisor to the former Prime Minister Edward Heath and was the first Economics Editor of the Economist magazine, before moving into consultancy in the late 1970s.

ARCHIVED ARTICLES for Diana Choyleva, Director and Head of UK Service

06/11/2008 China's tightening helps the Fed
04/04/2008 Germany’s export engine sputters
03/28/2008 BoE has no control over credit crunch
03/26/2008 Why faster wage inflation is good for Germany
01/09/2008 Hong Kong bubbles in the making

Diana Choyleva joined the World Service at Lombard Street Research in 2000 after graduating with a Master's degree in Economics at the University of Warwick. She was promoted to Head of the UK Service in February 2005. 

ARCHIVED ARTICLES for Michael Taylor, Senior Economist

06/27/2008 Tough times for Japan’s consumers
06/13/2008 Bank of Japan prepares to do nothing
05/12/2008 Japan: no credit crunch, not much credit
04/18/2008 How Housing Has Affected the Economic “Ecology”
03/06/2008 The ECB’s single-needle compass with Gabriel Stein
02/14/2008 Late ‘07 growth spurt in Japan won’t last
02/07/2008 ECB less hawkish, but rate cuts not imminent
01/28/2008 Euroland money growth eases – ECB on hold

Michael Taylor joined Lombard Street Research as Senior Economist in December 2005 after five years at Merrill Lynch as a Eurozone economist and equity strategist. Prior to this he had another four-year stint at Lombard Street Research working with Tim Congdon. His early working career was as economic adviser at the Department of Trade and Industry and as Chief Economist at the Institute of Directors. His first degree was in banking and finance from City University and he gained a Masters from the London School of Economics. Michael now concentrates on the UK economy, commodities and France.

ARCHIVED ARTICLES for Maya Bhandari, Senior Economist

04/08/2008 India’s inflation problem
03/12/2008 The beginning of Japan’s 2008 fall
01/29/2008 France - slowing from a bit of a plod
01/25/2008 Negligible Growth for Japan in 2008 with Michael Taylor
01/17/2008 Emerging Europe Exposed in 2008

Maya Bhandari joined Lombard Street Research in May 2005. She previously worked as an analyst with HSBC Investment Bank and as an economist at the European Commission. Maya's work at LSR currently encompasses the US economy, Central and Eastern Europe, Brazil, India and France. She has also worked extensively on the UK economy during her time at LSR. Maya holds an MPhil in International Relations from Cambridge University and first class honours in Economics from the University of Edinburgh.

ARCHIVED ARTICLES for Jamie Dannhauser, Economist

06/04/2008 Will Asia learn the lessons of the 1970s?
03/27/2008 Funding squeeze to constrain business expansion in ‘08
03/19/2008 MPC faces some tough decisions
03/17/2008 UK banks’ funding crisis deepens
03/03/2008 Canadian economy walloped by weak US demand
01/15/2008 Sterling weakness: MPC's stumbling block?

Jamie Dannhauser graduated from Cambridge University in 2006 with first class honours in both Economics and Management Studies. During his academic career his focus was on international macroeconomics, in particular the causes and consequences of the US trade deficit. He held internships at Conservative Central Office working with Sir Malcolm Rifkind on taxation issues and the Department for Work and Pensions where he researched UK immigration issues resulting from the recent EU accession. Jamie joined the LSR team of economists in October 2006 and specialises in the UK economy, Italy, Canada and Korea.

ARCHIVED ARTICLES for Helen Slater, Economist

04/02/2008 The growing constraint in credit
01/08/2008 UK consumer spending weakens

Helen Slater joined Lombard Street Research in Autumn 2007. She studied economics at Bristol University, attaining first class honours, and went on to do an MPhil at Nuffield College Oxford. Before joining the Company Helen undertook several work placements, including a stint at UBS in Mergers & Acquisitions. She also spent time in the Centre for Market and Public Organisation at Bristol University, co-authoring several papers and presenting analysis for the Education White Paper. Most recently Helen did an internship at Frontier Economics, a consultancy specialising in microeconomics, where she worked on client cases to present to the Competition Commission. In her current role with Lombard Street Research Helen covers the UK economy, Central Eastern Europe and Russia.

contact information

Lombard Street Research | United Kingdom | Website

The opinions of FSU contributors do not necessarily reflect those of Financial Sense.