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A series of economic indicators published last week for Japan confirm that the ‘magic’ of Abenomics has faded to nought. Official estimates published this week by the Cabinet Office suggest that, relative to potential, output fell significantly through last year. By 2014 Q4, Japan’s output gap was -2.2%.

Read about it on Reuters’ Alpha Now

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  • According to the official data released last week, Chinese growth hit a 24-year low of 7.4% in 2014.
  • Our own China Momentum Indicator (CMI) stood at just 3.9% in December. It points to much weaker growth, and a more dramatic slowdown, than the official data.
  • The CMI supports signals coming from commodities markets that China is slowing rapidly. In our view China is now in a hard landing.

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New Report: Who carries the risk?

Fathom’s Chief Economist, Andrew Brigden, will discuss the findings of the report at the NAPF Investment Conference on 12 March 2015.

Who carries the risk? Executive summary / NAPF Conference

Multimedia

Headline deflation no bar to Fed tightening

PBoC intervening to put a floor under the RMB – for now

Domestic demand drags down growth

FOMC cautious, but still expected to move ahead of the UK’s MPC

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UK Inflation – BBC News

Roundtable – Professional Pensions

Greece – BBC World News

http://vimeo.com/117927210

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Will the Chinese abandon the RMB / dollar peg?

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PBoC intervening to put a floor under the RMB - for now - Latest Fathom update, more info email enquiries@fathom-consulting.com

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Global Economic Strategic Allocation Model (GESAM) of the interaction between the economy and financial markets in over 170 countries.

Our Global Economic and Markets Outlook (GEMO) is a quarterly service that follows a single chain of logic to combine macro economic scenarios for the global economy with an optimal asset allocation.

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BESPOKE PROJECTS: EXAMPLES

What next for UK pension funds

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A report co-published by the Pension Insurance Corporation and Fathom Consulting on the impact of [...]

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