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Research & comment
FEAOS: revamping our equity framework
The FEAOS (Fathom Equity Analyst Optimism Score) shows whether equity analysts expect earnings to …
US auto debt: a look under the bonnet
There are some similarities between the US auto industry today and the US housing …
UK MPC almost reacts to above-expected inflation
In a Newsletter last month we argued that, with inflation set to exceed the …
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Macron momentum and May madness
June has been a busy month for politics in Europe. Fresh from his victory in …
Thank Fathom it’s Friday – The power of dissent
In the great 1957 film “Twelve angry men” (from the play of the same name …
Lame duck PM clings on to poisoned chalice after epic campaign fail
The second team at a village cricket club recently reached a score of 201/2 after …
Financial markets take UK general election result in their strideThe Conservative Party has never seen its poll lead collapse so far in such a small span of time ahead of an election, from a lead of 20 percentage points or more, to a lead of only 2 percentage points last Thursday, delivering a hung parliament. The cliché goes: oppositions do not win elections; governments lose them. This government did not lose, but it came extremely close, from an extremely comfortable starting position. That has to rank as a fail on the part of the Conservative campaign.
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Thank Fathom It’s Friday blog
Our free, weekly blog taking a light-hearted look at the week’s events.
When ‘re-risking’ can be ‘de-risking’ Fathom and PIC pap ... 
Economic consequences of independence for Scotland and the rest ... 
A policy paper by Fathom Consulting exploring the role that the ... 
