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Research & comment
FOMC: when no surprise is a surprise
Last night the FOMC announced that it would begin the process of unwinding its QE …
Global outlook: it’s a mad, mad, mad, MAD world
The global economy is gathering steam. With one or two notable exceptions (the UK and, …
Markets price in lowest probability of a Greek default in almost three years
As European election uncertainty dies down and the cyclical economic upswing continues, volatility in financial …
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Thank Fathom it’s Friday – The folly of chasing tails
Ever watched a dog chase its own tail?
It’s a thankless task for the dog, but …
Thank Fathom It’s Friday – German students should head to the Med and learn how to spend
This author happens to be German and an economist. There are some perks associated with …
Thank Fathom it’s Friday – The unknown unknowns
“There are known knowns. There are things we know we know. We also know there …
It remains far from certain that the Bank of England will hike in November
Last week, the UK Monetary Policy Committee struck a more hawkish tone, arguing that “some withdrawal of monetary stimulus [was] likely to be appropriate over the coming months”. As a statement of intent, we would not read much into this. Having struggled to rationalise the unexpected weakness in business investment and net trade in the second quarter, the Committee appears to be relying on consumer expenditure being firmer than forecast in order to justify the maintenance of its 0.3% GDP growth estimate for Q3. But data released last week confirmed our suspicion that the consumer squeeze intensified going into the third quarter. And with the key driver of the UK economy under assault, economic growth is likely to soften through the second half of this year, making it far from certain that the Bank will hike in November.
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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 ... 
