Insights
Global Outlook, Summer 2025: dealing with global imbalances
19 June 2025
Growing global imbalances, which have seen a handful of countries, dominated by the likes of China, Japan and Germany, lend increasingly large amounts to other countries, including developed economies, and notably the US, are a central theme of our Global Outlook, Summer 2025. Keynes warned as long ago as 1936 of the dangers of a ‘laissez-faire’ approach to international trade policy, which for many nations had become ‘a prime object of practical statecraft’. Presumably, in his view, the new US
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Electricity will be the new jet fuel
4 July 2025 by Brian Davidson
Noncommonality and global market dislocation
3 July 2025 by Dimos Andronoudis
Hydrogen stages quiet coup at Paris Air Show
1 July 2025 by Brian Davidson
Is a US rate cut around the corner?
30 June 2025
New NATO spending target squeezes already-tight budgets
27 June 2025 by Brian Davidson
Will the US lose its reserve currency status?
23 June 2025 by Kevin Loane
UK Update: the potential for second-round effects
16 June 2025 by Vijay Krishnan
Keep calm and bet (on) the FARM
9 June 2025 by Dimos Andronoudis
UK Update: growth surprises, sentiment still low
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Global Outlook, Summer 2025: preview
19 May 2025 by Kevin Loane
Is there a measurable impact of AI on employment?
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Tariff update: objectives and outcome
6 May 2025 by Kevin Loane
An unfolding trade war with untold consequences
29 April 2025 by Elisabeth Werenskiold
Fathom’s Top 10 reads for 2025 Q1
28 April 2025 by Niamh Birkett
UK Update: less persistence than expected?
9 April 2025 by Vijay Krishnan
Global Outlook, Spring 2025: a turn for the worse
8 April 2025 by Andrew Brigden
Are US economic ties at a turning point?
7 April 2025 by Elisabeth Werenskiold
China’s drive towards autos dominance
3 April 2025 by Andrew Harris
China’s strategic gamble on ‘Made in China 2025’: a verdict
1 April 2025 by Shamik Dhar
UK Update: weakness and persistence
24 March 2025 by Vijay Krishnan
What DeepSeek tells us about China’s progress in AI
19 March 2025 by Ellen Ó Fríl
Bargain-hunting US investors remain vigilant
3 March 2025 by Dimos Andronoudis
New realities, new alliances: the case of Canada
28 February 2025 by Erik Britton
No end in sight for China’s housing woes
25 February 2025 by Elisabeth Werenskiold
Curing the sick man of Europe
21 February 2025 by Felix Nagle
UK Update: uncertainty on the rise
18 February 2025 by Vijay Krishnan
Global Outlook, Spring 2025: preview
17 February 2025 by Kevin Loane
Assessing French fiscal risks
11 February 2025 by Andrew Harris
Fathom’s Top 10 reads for 2024 Q4
28 January 2025 by Owen Parsley
Fathom book club: Edmans, Flyvbjerg and Erikson
21 January 2025 by Jenny Booth
Could Vietnam replace China?
16 January 2025 by Andrew Harris
Risks to EMs in the easing cycle
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UK Update: February cut may be last this year
8 January 2025 by Vijay Krishnan
Made in China 2025: a milestone verdict
8 January 2025 by Andrew Harris
Christmas books: a Fathom wishlist
23 December 2024 by Jenny Booth
Measuring systemic risk in the shadow banking sector
18 December 2024 by Desné Masie
Global Outlook, Winter 2024: the new path for interest rates
17 December 2024 by Andrew Brigden
Fathom investment optimiser points to Poland and US
12 December 2024 by Dimos Andronoudis
‘Trump Lite’ versus ‘Donald Dark’
11 December 2024 by Kevin Loane
UK Update: up or down? Bank’s inflation conundrum
11 December 2024 by Vijay Krishnan
Financial markets and the Trump presidency
4 December 2024 by Dimos Andronoudis
Global Outlook, Winter 2024: preview
25 November 2024 by Kevin Loane
UK Update: rate cuts? Don’t hold your breath
13 November 2024 by Vijay Krishnan
First reactions to a second Trump presidency
8 November 2024 by George Archer
Chinese outward FDI soars in 2023
5 November 2024 by Ellen Ó Fríl
South Asia: a region ‘in play’
29 October 2024 by Elisabeth Werenskiold
China is waving in the robots
23 October 2024 by Erik Britton
Fathom’s Top 10 reads for 2024 Q3
22 October 2024 by James Deacon
Hiring patterns, equity returns and the economy
16 October 2024 by Dimos Andronoudis
Fiscal rules should encourage R&D
11 October 2024 by Andrew Harris
Global Outlook, Autumn 2024: a change is coming
9 October 2024 by Andrea Zazzarelli
UK Update: all eyes on the Budget
9 October 2024 by Vijay Krishnan
Chinese equities enjoy a ‘whatever it takes’ moment
8 October 2024 by Juan Orts
The path towards a more open India
7 October 2024 by Andrea Zazzarelli
Negative energy prices in Europe
1 October 2024 by James Deacon
The Sahm rule: useful, not conclusive
18 September 2024 by Andrew Harris
UK Update: inflation to remain above target in the near term
13 September 2024 by Vijay Krishnan
Rate cuts: a high-water mark for markets?
11 September 2024 by Andrea Zazzarelli
Value hunting in Magnificent Seven era
5 September 2024 by Dimos Andronoudis
Aid as a policy tool
4 September 2024 by Elisabeth Werenskiold
Global Outlook, Autumn 2024: a change is coming
3 September 2024 by Kevin Loane
Gauging the true US monetary stance
28 August 2024 by Juan Orts
China losing ground to US on finance ties, Tracker shows
27 August 2024 by Elisabeth Werenskiold
Lessons from SpaceX
22 August 2024 by Andrew Harris
Could economics swing the US election?
21 August 2024 by Andrew Harris
Do future growth expectations help explain fertility rates?
20 August 2024 by Erik Britton
China plus one: how much could de-risking cost?
16 August 2024 by Andrew Harris
Has sterling’s time finally come?
14 August 2024 by Andrew Brigden
UK Update: inflation to move back above target in July
12 August 2024 by Andrew Brigden
Türkiye eyes new FDI target
7 August 2024 by Ellen Ó Fríl
Market turmoil in perspective
6 August 2024 by Erik Britton
Investors and the easing cycle
2 August 2024 by Brian Davidson
Three per cent: China’s new horizon for growth
25 July 2024 by Juan Orts
O voter, where art thou?
17 July 2024 by Elisabeth Werenskiold
Could de-regulation revive the UK economy?
16 July 2024 by Andrew Harris
UK Update: rising risk of a policy error?
10 July 2024 by Andrea Zazzarelli
Could Frexit become a reality?
10 July 2024 by Juan Orts
China plus one: who could replace the PRC?
9 July 2024 by Andrew Harris
Chinese statecraft through new energy FDI
8 July 2024 by Brian Davidson
The US strengthens ties with Taiwan
3 July 2024 by Ingrid Grodås Standal Aas
Fathom’s Top 10 reads for 2024 Q2
3 July 2024 by Libby Shepherd
All change please: the old model terminates here
1 July 2024 by Erik Britton
Mileinomics starts to have an impact
26 June 2024 by Kevin Loane
Global Outlook, Summer 2024: old lessons for new times
21 June 2024 by Andrea Zazzarelli
Rising London house prices: a golden truth?
12 June 2024 by Declan McCormack
De-risking: looking at patterns in global trade and globalisation
11 June 2024 by Erik Britton
Is clean tech the answer to China’s slowing growth?
11 June 2024 by Ellen Ó Fríl
UK Update: reasons for optimism
5 June 2024 by Andrea Zazzarelli
Nice margins: mind the AI
5 June 2024 by Kevin Loane
Global Outlook, Summer 2024: Preview
3 June 2024 by Kevin Loane
Banks in OECD economies look resilient
29 May 2024 by Kevin Loane
Can economic fundamentals determine the US election outcome?
28 May 2024 by Ingrid Grodås Standal Aas
Transition aid meets economic statecraft
21 May 2024 by Brian Davidson
Can economics explain geopolitical alignment?
16 May 2024 by Andrew Harris
US dynamism in prospectors
15 May 2024 by Dimos Andronoudis
Why EM stocks are on the up
10 May 2024 by Dimos Andronoudis
Is it “the economy, stupid”?
9 May 2024 by Andrew Harris
UK update: CPI set to fall below 2.0% in April
3 May 2024 by Andrew Brigden
Market pricing in times of conflict
1 May 2024 by Dimos Andronoudis
Solving the US labour market puzzle
24 April 2024 by Juan Orts
Fathom’s Top 10 reads for 2024 Q1
23 April 2024 by Libby Shepherd
Farewell to the fan chart
22 April 2024 by Erik Britton
Can India harness its full potential?
18 April 2024 by Ellen Ó Fríl
The benefits of ‘higher for longer’
17 April 2024 by Andrew Brigden
A farewell to Keynes
10 April 2024 by Juan Orts
Opacity and pessimism in China
8 April 2024 by Joanna Davies
Will China-made smart cars outwit US sanctions?
3 April 2024 by Joanna Davies
Global Outlook, Spring 2024: surf the wave, mind the exit
28 March 2024 by Andrea Zazzarelli
Foreign investors eye up India
27 March 2024 by Ellen Ó Fríl
Unpicking euro area credit risk
26 March 2024 by Elisabeth Werenskiold
China high-tech exports resist the bite
21 March 2024 by Juan Orts
Justifying ‘higher for longer’
20 March 2024 by Andrew Brigden
Chocolate and climate change
13 March 2024 by Ingrid Grodås Standal Aas
The early warning signal from banks
8 March 2024 by Dimos Andronoudis
Global Outlook, Spring 2024: Preview
4 March 2024 by Erik Britton
India’s incredible democracy
28 February 2024 by Kevin Loane
Does China plus one equal India?
21 February 2024 by Andrew Harris
Japan’s corporate sector: not zombies but cash cows
20 February 2024 by Dimos Andronoudis
Tapping untapped sun and wind
14 February 2024 by Brian Davidson
China’s influence in commodity markets
13 February 2024 by Juan Orts
Is China’s BRI activity underreported?
7 February 2024 by Andrew Harris
Investors wary of Chinese equities
5 February 2024 by Brian Davidson
Exploring UK regional inequalities
31 January 2024 by Libby Shepherd
Corporate Japan’s actively passive attitude
24 January 2024 by Dimos Andronoudis
Fathom’s Top 10 reads for 2023 Q4
24 January 2024 by Zach Burdon
Can South Korea avoid Japan’s fate?
17 January 2024 by Laura Eaton
Climate diplomacy: time for a new lobbying technique?
10 January 2024 by Brian Davidson
Euro area economy in the doldrums
9 January 2024 by Elisabeth Werenskiold
On the trail of China’s influence in Africa
3 January 2024 by Joanna Davies
Japan to the world: yield curve control is no more
21 December 2023 by Dimos Andronoudis
Weight-loss drugs feed performance
21 December 2023 by Elisabeth Werenskiold
US outperformance – a trend not an aberration
20 December 2023 by Kevin Loane
Global Outlook, Winter 2023: The Matterhorn, not Table Mountain
18 December 2023 by Andrew Brigden
COP28: economics first, climate second
14 December 2023 by Brian Davidson
Military aid for Ukraine starts to flag
13 December 2023 by Edward West
Why Germany needs a new economic model
8 December 2023 by Kevin Loane
Global Outlook, Winter 2023: Preview
27 November 2023 by Erik Britton
Health-checking corporate America
22 November 2023 by Dimos Andronoudis
Resilient US housing market’s soft underbelly
15 November 2023 by Brian Davidson
Global impact of a slowing China
13 November 2023 by Juan Orts
China’s hidden military spending
9 November 2023 by Andrew Harris
Money buys happiness, up to a point
25 October 2023 by Libby Shepherd
Tight credit brings constraints to the fore
24 October 2023 by Dimos Andronoudis
Can disinflation turn Tory election fortunes?
20 October 2023 by Andrew Harris
Women in the labour market
18 October 2023 by Juan Orts
Update: Middle East conflict
12 October 2023 by Kevin Loane
Inflation disparities across the euro area
11 October 2023 by Zach Burdon
China changes its tune to the broken-wing blues
9 October 2023 by Erik Britton
Poland inflation and central bank independence
9 October 2023 by Juan Orts
Fathom’s Top 10 reads for 2023 Q3
5 October 2023 by Libby Shepherd
Tuning reefs to competing interests
4 October 2023 by Andrea Zazzarelli
US equities and the power of the few
3 October 2023 by Dimos Andronoudis
Global Outlook, Autumn 2023: fortunes diverging
29 September 2023 by Kevin Loane
China rising in Latin America
28 September 2023 by Linnéa Hjelm
The US fails to friend-shore
28 September 2023 by Joanna Davies
Is China the threat it’s made out to be?
21 September 2023 by Ella Benson Easton
Germany’s partner, competitor and rival
20 September 2023 by Edward West
US dollar and commodities
14 September 2023 by Kevin Loane
Why are houses so expensive?
13 September 2023 by Andrew Brigden
How inflation surprises impact portfolio diversification
6 September 2023 by Andrea Zazzarelli
Global Outlook, Autumn 2023: Preview
31 August 2023 by Andrea Zazzarelli
US outbound investment screening
30 August 2023 by Ellen Ó Fríl
Chinese real estate market falters
25 August 2023 by Juan Orts
Internally China slows, while its reach grows
23 August 2023 by Joanna Davies
Watching for a euro crisis
17 August 2023 by Andrew Harris
What’s going on in Niger?
16 August 2023 by Erik Britton
Recession Watch: longer debt maturities are no panacea
9 August 2023 by Andrew Brigden
Tracing dependency and trading it
3 August 2023 by Erik Britton
Is Africa the energy supplier of the future?
3 August 2023 by Brian Davidson
Fathom’s Top 10 reads for 2023 Q2
27 July 2023 by Edward West
The surprising truth about energy transition supply chains
19 July 2023 by Brian Davidson
Recession Watch: realistic optimism
12 July 2023 by Andrea Zazzarelli
Building transition-related diversity
12 July 2023 by Andrew Harris
Is the dollar’s status at risk?
6 July 2023 by Andrew Harris
Global Outlook, Summer 2023: two bullets still in the chamber
5 July 2023 by Andrew Brigden
Will China enter a balance-sheet recession?
28 June 2023 by Juan Orts
The renminbi’s momentum has faltered
14 June 2023 by William Hynes
Global Outlook, Summer 2023: one bullet dodged
12 June 2023 by Andrea Zazzarelli
China’s youth unemployment rate at 20.4%
8 June 2023 by Ingrid Grodås Standal Aas
Recession Watch: sunny mood in markets
7 June 2023 by Kevin Loane
China’s economic echo chambers
5 June 2023 by Juan Orts
Should an oil nation lead COP28?
2 June 2023 by Brian Davidson
There must be some kind of way outta here
2 June 2023 by Erik Britton
Will AI cause job losses?
1 June 2023 by Andrew Harris
The point of r-star
24 May 2023 by Kevin Loane
The warning from Swedish real estate
19 May 2023 by Linnéa Hjelm
The Bank of England is still behind the curve
17 May 2023 by Andrew Brigden
Which came first: credit crunch or recession?
11 May 2023 by Kevin Loane
Recession Watch: is the Fed tightening going to plan?
10 May 2023 by Andrew Brigden
The focus of UK R&D policy
5 May 2023 by Andrew Harris
Let’s talk about the credit cycle
28 April 2023 by Andrea Zazzarelli
Why the UK underexploits its innovation
26 April 2023 by Dimos Andronoudis
The unusual shape of China’s recovery
25 April 2023 by Juan Orts
Chatbots will eat themselves
19 April 2023 by Erik Britton
UK tech continues to attract investment
19 April 2023 by Andrew Harris
Innovation policy lacks a spring in its step
14 April 2023 by Andrea Zazzarelli
Global Outlook, Spring 2023: the Good, the Bad and the Ugly
12 April 2023 by Andrea Zazzarelli
March round-up: climate economics
11 April 2023 by Kevin Loane
Recession Watch: the three C’s in crises
5 April 2023 by Andrew Harris
Recession Watch: the size of prospective rate cuts
29 March 2023 by William Hynes
Recession Watch: the banking system’s known knowns
22 March 2023 by Brian Davidson
Gauging the risk of a banking crisis
17 March 2023 by Brian Davidson
Recession Watch: SVB triggers risk-off mood
15 March 2023 by Andrew Harris
Contagion risks from SVB failure
13 March 2023 by Andrew Harris
February round-up: macroeconomic strategy
9 March 2023 by Kevin Loane
Recession Watch: flipflopping
8 March 2023 by Andrea Zazzarelli
Global Outlook, Spring 2023: Repeating past mistakes
8 March 2023 by Andrew Brigden
Recession Watch: spotting European risks
1 March 2023 by Andrew Harris
A game theory approach to techno-economic competition
28 February 2023 by Andrew Brigden
China’s high-tech dream gains momentum
24 February 2023 by Juan Orts
Recession Watch: no landing… for now
22 February 2023 by Kevin Loane
Automation: this time could be different
20 February 2023 by Andrew Harris
Measuring the AI sector
16 February 2023 by Dimos Andronoudis
Recession Watch: the pause for breath
15 February 2023 by Erik Britton
Automation could offset China’s demographic problem
13 February 2023 by Joanna Davies
Evolving European energy outlook
9 February 2023 by Kevin Loane
Introducing ‘Welcome to the machine’
9 February 2023 by Andrew Harris
Recession Watch: US doing all it can to avoid recession
8 February 2023 by Andrew Brigden
Land of the rising yields
2 February 2023 by William Hynes
January round-up: China economics
2 February 2023 by Kevin Loane
Recession Watch: Goldilocks and the macro bears
1 February 2023 by Andrea Zazzarelli
Recession Watch: the dog that didn’t bark, yet
25 January 2023 by Erik Britton
Recession Watch: tightening with both hands
18 January 2023 by William Hynes
Making the case for a UK industrial strategy
16 January 2023 by Andrew Brigden
Fathom’s Top 10 reads for 2022 Q4
12 January 2023 by Sam Morris
Recession Watch: slowly, and then all at once
11 January 2023 by Kevin Loane
Recession Watch: risk of resurgent inflation
4 January 2023 by Erik Britton
Fathom’s Christmas holiday reading
22 December 2022 by Jenny Booth
Recession Watch: savings only temporary respite for US
21 December 2022 by Andrew Brigden
November round-up: Global outlook
15 December 2022 by Kevin Loane
Recession Watch: markets two steps ahead of the data
14 December 2022 by Andrea Zazzarelli
Global Outlook, Winter 2022: Blinded by the pivot?
12 December 2022 by Kevin Loane
Recession Watch: what if Japan releases the brakes?
7 December 2022 by William Hynes
Global Outlook, Winter 2022: Preview
5 December 2022 by Kevin Loane
Recession Watch: is ‘zero COVID’ on the way out?
30 November 2022 by Kevin Loane
Energy crisis fuels EU sovereign risks
24 November 2022 by William Hynes
Recession Watch: identifying recessions with uncertain data
23 November 2022 by Andrew Brigden
Recession Watch: leverage spotting
16 November 2022 by Andrea Zazzarelli
Avoid greenwashing and make a difference
11 November 2022 by Brian Davidson
Politics trumps economics in US midterms
10 November 2022 by Kevin Loane
Recession Watch: no rescue from excess savings
9 November 2022 by Erik Britton
EMs need to scale up green investment
8 November 2022 by Brian Davidson
Remember, remember
7 November 2022 by Erik Britton
Spotting net zero’s investment opportunities
4 November 2022 by Brian Davidson
The impact of a slowing Chinese economy
3 November 2022 by Andrew Harris
Recession Watch – delaying the inevitable?
2 November 2022 by Kevin Loane
October round-up: Climate economics
1 November 2022 by Kevin Loane
Net zero transition may require scrapping $20 trillion of ‘dirty’ assets
1 November 2022 by Brian Davidson
$100 trillion needed to meet Paris goal – in context
28 October 2022 by Brian Davidson
Recession Watch: was the UK fiscal wobble a sign of things to come?
26 October 2022 by Andrew Brigden
An investor’s guide to net zero by 2050: key takeaways
25 October 2022 by Brian Davidson
Don’t underestimate China’s bad loan problem
21 October 2022 by Jonathan Ashworth
Recession Watch: riders on the storm
19 October 2022 by Andrea Zazzarelli
The UK’s degrowth plan
13 October 2022 by Brian Davidson
Inflation: seconds out for round two
13 October 2022 by Andrew Brigden
Recession Watch: here we go again
12 October 2022 by Erik Britton
Fathom’s Top 10 reads for 2022 Q3
11 October 2022 by Linnéa Hjelm
Housing could cause a China banking crisis
5 October 2022 by Andrew Harris
September round-up: China economics
4 October 2022 by Kevin Loane
How the markets reacted to the UK ‘mini-budget’
3 October 2022 by Dimos Andronoudis
The UK loses its magic money tree
29 September 2022 by Andrew Brigden
Why is the yen falling?
23 September 2022 by Linnéa Hjelm
Global Outlook Autumn 2022: Spiralling…out of control?
12 September 2022 by Andrew Brigden
Welcome, Prime Minister
8 September 2022 by Erik Britton
Why China must automate
7 September 2022 by Andrew Harris
August round-up: recessions loom
7 September 2022 by Kevin Loane
The great transatlantic divergence
2 September 2022 by Brian Davidson
Beware of people bearing gifts
31 August 2022 by Erik Britton
Challenging times for hedged equity investing
26 August 2022 by Dimos Andronoudis
Fathom book club: Raworth, Rebanks and Sheldrake
15 August 2022 by Sam Morris
Demographics – looking into the future
12 August 2022 by Jonathan Ashworth
July round-up: how green tech boosts democracy
4 August 2022 by Kevin Loane
Lessons for China-Taiwan from Russia-Ukraine
4 August 2022 by Kevin Loane
China growth to be around half Xi’s target in 2022
3 August 2022 by Jonathan Ashworth
Euro area stability — a tale of two leaders
22 July 2022 by Andrew Harris
Fathom’s Top 10 reads for 2022 Q2
20 July 2022 by Sam Morris
Round up: Down, but not out? China’s evolving economy
5 July 2022 by Kevin Loane
Is the age of globalisation over? Yes — and no.
5 July 2022 by Erik Britton
Global Outlook, Summer 2022: Update
27 June 2022 by Kevin Loane
Market takeaways on inflation and hawkishness
24 June 2022 by Dimos Andronoudis
Fathom book club: Kearns, Lee and Pasquale
22 June 2022 by Andrew Harris
Global Outlook, Summer 2022: Between a rock and a hard place
8 June 2022 by Kevin Loane
Round-up: Inflation triggers rising rates
7 June 2022 by Kevin Loane
Soaring food prices raise the risk of political instability
6 June 2022 by Jonathan Ashworth
Is Xi’s authority in trouble?
23 May 2022 by Jonathan Ashworth
The Middle Kingdom is in the doldrums
20 May 2022 by Jonathan Ashworth
Fathom book club: Copeland, Kahneman and Rozelle
18 May 2022 by Ellie Hassell
Global Outlook, Spring 2022: Update
11 May 2022 by Andrew Brigden
China’s economic woes mount
6 May 2022 by Jonathan Ashworth
Monthly round-up: Handling the green transition
3 May 2022 by Kevin Loane
Back to the 1970s
22 April 2022 by Jonathan Ashworth
Russian bears scratching each other’s backs
11 April 2022 by Dimos Andronoudis
US military expenditure — Biden should focus on R&D
6 April 2022 by Andrew Harris
Monthly round-up: China in a global context
6 April 2022 by Kevin Loane
China is not about to drive up global inflation
6 April 2022 by Erik Britton
Fathom’s Top 10 most read for 2022 Q1
4 April 2022 by Ellie Hassell
Standoff over gas payments risks a continental recession
1 April 2022 by Kevin Loane
Global Outlook, Spring 2022: Fake it till you make it
21 March 2022 by Andrew Brigden
Behind-the-curve Fed signals more rate hikes
18 March 2022 by Brian Davidson
China housing set for further easing
11 March 2022 by Jonathan Ashworth
The beginning of history
2 March 2022 by Kevin Loane
Monthly round-up: Inflation, inflation, inflation
1 March 2022 by Kevin Loane
Inflation drivers and equity markets
25 February 2022 by Dimos Andronoudis
Initial thoughts on today’s events in Ukraine
24 February 2022 by Andrew Harris
The perils of tighter Fed policy
24 February 2022 by Andrew Harris
The Ukrainian crisis and European inflation
18 February 2022 by Andrew Harris
China on the road to Japan
11 February 2022 by Jonathan Ashworth
Is Brexit fuelling UK inflation?
4 February 2022 by Dimos Andronoudis
Macro FROGcasting and portfolio construction
3 February 2022 by Andrea Zazzarelli
Monthly round-up: Can science alone save us from climate change?
2 February 2022 by Kevin Loane
Understanding Turkey’s currency crisis
26 January 2022 by Andrea Zazzarelli
Sri Lanka’s woes – a sign of the times?
25 January 2022 by Andrew Harris
Reflections from COP26 — winners and losers
19 January 2022 by Brian Davidson
Hits and misses in 2021
6 January 2022 by Erik Britton
Risks of stagflation receding in China
5 January 2022 by Kevin Loane
Monthly round-up: From UK corporate debt to Chinese housing glut
4 January 2022 by Kevin Loane
Currency crisis in Turkey, preventable or intentional?
23 December 2021 by Kris Takoor
Are we heading for a systemic banking crisis?
20 December 2021 by Andrea Zazzarelli
China’s house of cards
17 December 2021 by Joanna Davies
China’s intellectual property acquisition erodes US edge
9 December 2021 by Joanna Davies
Hidden inflation in the services sector
9 December 2021 by Kevin Loane
GEMO 2022 Q1: Credibility stretched
6 December 2021 by Andrew Brigden
Round-up: from climate finance to falling growth
30 November 2021 by Kevin Loane
Financial vulnerability in Africa
24 November 2021 by Andrea Zazzarelli
Greta says it’s all just blah blah blah ─ why I disagree
9 November 2021 by Brian Davidson
Are inflation expectations slipping their anchor?
5 November 2021 by Richard Blows
Run to the hills? Not yet
3 November 2021 by Erik Britton
Round-up: A climate COPout?
2 November 2021 by Kevin Loane
How to spot a cop-out at COP26
28 October 2021 by Brian Davidson
Allocating the world’s carbon budget
19 October 2021 by Brian Davidson
Valuing land before and after COVID
18 October 2021 by Andrew Brigden
Decarbonising the UK’s electricity mix – what will it take?
8 October 2021 by Helena Gough
Round-up: from EMs to Evergrande
5 October 2021 by Kevin Loane
Is Made in China really made in China?
1 October 2021 by Andrew Harris
COP26 unlikely to achieve its targets
22 September 2021 by Brian Davidson
GEMO 2021 Q4: Global recovery complete — what next?
13 September 2021 by Erik Britton
The bumpy road to climate transition
10 September 2021 by Brian Davidson
COVID still poses risks to demand and supply
1 September 2021 by Kevin Loane
Round-up: from global interest rates to public sector bankruptcies
31 August 2021 by Kevin Loane
Is China’s vision of high-tech specialism stalling?
27 August 2021 by Richard Blows
China’s climate challenge ahead
20 August 2021 by Helena Gough
New IPCC report ups the climate stakes
9 August 2021 by Brian Davidson
Biden should stick to China tariff regime
4 August 2021 by Erik Britton
Round-up: China in a global context
2 August 2021 by Erik Britton
Has low-for-long run its course?
26 July 2021 by Andrew Harris
Using fundamental and sentiment news to shape equity allocation
19 July 2021 by Dimos Andronoudis
Recovery Watch, 14 July 2021
14 July 2021
Has China passed the Lewis turning point?
12 July 2021 by Jonathan Ashworth
Monthly update, June 2021
30 June 2021 by Andrea Zazzarelli
Recovery Watch, 9 June 2021
9 June 2021
GEMO 2021 Q3: Inflation – deal with it, or roll with it?
7 June 2021 by Andrew Brigden
A tale of two cryptos
4 June 2021 by Brian Davidson
Signs of optimism for the EU
28 May 2021 by Richard Blows
If I were a monetarist…
12 May 2021 by Andrew Harris
Recovery Watch, 5 May 2021
5 May 2021
The fall and rise of the output gap
5 May 2021 by Andrew Brigden
The resource curse through the lens of the DRC
30 April 2021 by Joanna Davies
China’s rare opportunity to rebalance
28 April 2021 by Joanna Davies
Monthly update, April 2021
28 April 2021 by Andrea Zazzarelli
TCFD: a climate game-changer
23 April 2021 by Brian Davidson
Global recovery – who is winning?
16 April 2021 by Richard Blows
Inflation: too much talk, little action
14 April 2021 by Andrea Zazzarelli
Recovery Watch, 7 April 2021
7 April 2021
A Ricardian view of Brexit
1 April 2021 by Andrew Harris
Monthly update, March 2021
31 March 2021 by Andrea Zazzarelli
GEMO 2021 Q2: Investors return to macro and inflation outlook
23 March 2021 by Andrew Brigden
Dimensions of power: US and China
17 March 2021 by Erik Britton
Sequencing Bitcoin’s macro DNA
10 March 2021 by Andrea Zazzarelli
Recovery Watch, 3 March 2021
3 March 2021
Global macro in a pandemic: messages from Fathom’s Centrality Tracker
26 February 2021 by Andrew Harris
China’s housing bares all
24 February 2021 by Joanna Davies
QE no panacea for EMs in another Taper Tantrum
19 February 2021 by Jonathan Ashworth
Monthly update, February 2021
17 February 2021 by Andrea Zazzarelli
EU climate policy: risks and opportunities
12 February 2021 by Brian Davidson
Biden presidency a potential game changer, but net zero path requires bipartisan support
8 February 2021 by Brian Davidson
Recovery Watch, 3 February 2021
3 February 2021
This year give your investments a macro makeover with Fathom’s macro portfolios
27 January 2021 by Andrea Zazzarelli
Can Joe Biden make America great again?
20 January 2021 by Kevin Loane
Recovery Watch, 13 January 2021
13 January 2021
Recovery Watch, 6 January 2021
6 January 2021
China’s corporate bond defaults: are they here to stay?
18 December 2020 by Ellie Henderson
Recovery Watch, 16 December 2020
16 December 2020
Recovery Watch, 9 December 2020
9 December 2020
Recovery Watch, 2 December 2020
2 December 2020
GEMO 2021 Q1: Hope at last
30 November 2020 by Andrew Brigden
Chancellor announces highest public investment since the GFC
25 November 2020 by Richard Blows
Recovery Watch, 25 November 2020
25 November 2020
Recovery Watch, 18 November 2020
18 November 2020
Recovery Watch, 11 November 2020
11 November 2020
Divided US government means less fiscal support
9 November 2020 by Kevin Loane
Climate economics and the US election
6 November 2020 by Brian Davidson
Recovery Watch, 4 November 2020
4 November 2020
Recovery Watch, 28 October 2020
28 October 2020
Recovery Watch, 21 October 2020
21 October 2020
Recovery Watch, 14 October 2020
14 October 2020
Recovery Watch, 7 October 2020
7 October 2020
US Election: Biden the base case, but Trump can’t be ruled out
5 October 2020 by Kevin Loane
Recovery Watch, 30 September 2020
30 September 2020
How much debt is too much?
30 September 2020 by Erik Britton
Recovery Watch, 23 September 2020
23 September 2020
Sino-US tensions in a post-COVID world
23 September 2020 by Kevin Loane
Recovery Watch, 16 September 2020
16 September 2020
GEMO 2020 Q4: On the up
14 September 2020 by Andrew Brigden
Recovery Watch, 9 September 2020
9 September 2020
Recovery Watch, 2 September 2020
2 September 2020
Recovery Watch, 26 August 2020
26 August 2020
Recovery Watch, 19 August 2020
19 August 2020
What next for the labour market?
17 August 2020 by Erik Britton
Recovery Watch, 14 August 2020
14 August 2020
A little less conversation, a little more action, please
14 August 2020 by Ellie Henderson
Beyond COVID-19
12 August 2020 by Andrew Brigden
Recovery Watch, 5 August 2020
5 August 2020
Recovery Watch, 31 July 2020
31 July 2020
Can Trump delay the election?
30 July 2020 by Kevin Loane
Recovery Watch, 22 July 2020
22 July 2020
Recovery Watch, 17 July 2020
17 July 2020
Recovery Watch, 8 July 2020
8 July 2020
Spread of COVID-19 is slowing for reasons other than lockdown
6 July 2020 by Andrew Brigden
China’s juggling act between hot property and a cold economy
3 July 2020 by Joanna Davies
Recovery Watch, 3 July 2020
3 July 2020
Recovery Watch, 26 June 2020
26 June 2020
Recovery Watch, 24 June 2020
24 June 2020
How do we get from V to L?
23 June 2020 by Erik Britton
Recovery Watch, 22 June 2020
22 June 2020
Recovery Watch, 19 June 2020
19 June 2020
Recovery Watch, 17 June 2020
17 June 2020
Recovery Watch, 12 June 2020
12 June 2020
Recovery Watch, 10 June 2020
10 June 2020
Recovery Watch, 8 June 2020
8 June 2020
GEMO 2020 Q2: Climbing out the other side
8 June 2020 by Andrew Brigden
Recovery Watch, 5 June 2020
5 June 2020
Recovery Watch, 3 June 2020
3 June 2020
Recovery Watch, 29 May 2020
29 May 2020
Recovery Watch, 27 May 2020
27 May 2020
Recovery Watch, 26 May 2020
26 May 2020
Recovery Watch, 22 May 2020
22 May 2020
Recovery Watch, 20 May 2020
20 May 2020
Recovery Watch, 18 May 2020
18 May 2020
Recovery Watch, 15 May 2020
15 May 2020
Recovery Watch, 13 May 2020
13 May 2020
Recovery Watch, 11 May 2020
11 May 2020
Recovery Watch, 6 May 2020
6 May 2020
What is monetary financing, are we doing it, and if so does it matter?
4 May 2020 by Andrew Brigden
Recession Watch, 1 May 2020
1 May 2020
China’s labour market statistics fail the sniff test, but are not alone
29 April 2020 by Joanna Davies
Recession Watch, 29 April 2020
29 April 2020
Recession Watch, 27 April 2020
27 April 2020
Recession Watch, 24 April 2020
24 April 2020
Recession Watch, 23 April 2020
23 April 2020
Recession Watch, 21 April 2020
21 April 2020
Recession Watch, 20 April 2020
20 April 2020
Recession Watch, 16 April 2020
16 April 2020
Recession Watch, 15 April 2020
15 April 2020
Down but not out: signals from Fathom’s asset allocation toolbox
14 April 2020 by Andrea Zazzarelli
Recession Watch, 14 April 2020
14 April 2020
Recession Watch, 9 April 2020
9 April 2020
Potential short- and long-run economic consequences of COVID-19
8 April 2020 by Andrew Brigden
A chance for China to tell it how it is
3 April 2020 by Ellie Henderson
Recession Watch, 3 April 2020
3 April 2020
Recession Watch, 31 March 2020
31 March 2020
Recession Watch, 30 March 2020
30 March 2020
Recession Watch, 27 March 2020
27 March 2020
Recession Watch, 26 March 2020
26 March 2020
A tale of two crises: rising unemployment key to the Irish outlook
25 March 2020 by Andrew Harris
ECB steps in as contagion fears resurface
20 March 2020
Recession Watch, 19 March 2020
19 March 2020
2020 Q1: biggest global recession since the 1930s
17 March 2020 by Erik Britton
COVID-19 spread sparks Italian debt sustainability fears
13 March 2020
UK economic sentiment strengthened further last month
12 March 2020 by Andrew Brigden
Raise a glass to the new chancellor
11 March 2020 by Erik Britton
Global recession now odds on
9 March 2020
Assessing the ECB’s monetary toolkit
26 February 2020 by Andrew Harris
Is France heading towards recession?
20 February 2020 by Andrew Harris
US sentiment bounces back, but growth yet to follow
19 February 2020 by Kevin Loane
China’s underutilised society
18 February 2020 by Ellie Henderson
ECB’s strategy review unlikely to solve its inflation woes
14 February 2020 by Andrew Harris
Why have the aftermaths of recent banking crises been so painful?
11 February 2020 by Ritush Dalmia
Introducing Fathom’s Centrality Tracker: a measure of global linkages
6 February 2020 by Joanna Davies
Fathom’s UK ESI points to a rapid turnaround in sentiment
5 February 2020 by Andrew Brigden
UK fiscal expansion to lift growth in coming quarters
29 January 2020 by Andrew Harris
2020 vision: turning hindsight into insights
27 January 2020 by Andrea Zazzarelli
The building blocks of China
24 January 2020 by Ellie Henderson
The euro area: reverting to trend
22 January 2020 by Andrew Harris
US December sentiment – a dead cat bounce?
17 January 2020 by Kevin Loane
UK election sees currency risk fall, despite continued uncertainty
15 January 2020 by Andrew Harris
2019 in review: investors embrace European political changes
14 January 2020 by Andrew Harris
Netflix and chill: economists find new meaning
14 January 2020 by Brian Davidson
Introducing Fathom’s China Momentum Indicator 3.0
13 January 2020 by Joanna Davies
UK economic sentiment weakest for more than ten years
20 December 2019 by Andrew Brigden
Investors content to hold European debt as pressure for easing grows
16 December 2019 by Andrew Harris
US economy to avoid recession, but weak rebound ahead
13 December 2019 by Kevin Loane
UK inflation to fall below zero in the event of a Conservative majority
11 December 2019 by Andrew Harris
FROG: the asset allocation prince
10 December 2019 by Andrea Zazzarelli
UK electoral arithmetic: testing the loyalty of conflicted voters
5 December 2019 by Andrew Brigden
Introducing Fathom’s 2019 Q4 forecast: through the looking glass and back to reality
28 November 2019 by Brian Davidson
Surveys of economic sentiment suggest UK still on cusp of recession
25 November 2019 by Andrew Brigden
China: down and fighting back
22 November 2019 by Ellie Henderson
Spanish ESI softens, but growth likely to remain strong
22 November 2019 by Andrew Harris
Trade deal offers hope amid economic slowdown
19 November 2019 by Kevin Loane
Fathom’s capital flows database — greatest hits
18 November 2019 by Joanna Davies
Bullish investors taking a new look at Greek debt
15 November 2019 by Andrew Harris
India: positive demographics, but will they be harnessed?
4 November 2019 by Kevin Loane
European fiscal easing not enough to offset weaker growth
1 November 2019 by Andrew Harris
European fiscal easing not enough to offset weaker growth
1 November 2019 by Andrew Harris
Global trade: pause or rewind?
24 October 2019 by Andrew Harris
US sentiment – back to reality
21 October 2019 by Kevin Loane
The Hong Kong problem
17 October 2019 by Kevin Loane
Greece: more debt and fewer people
9 October 2019 by Andrew Harris
How low can yields go?
9 October 2019 by Erik Britton
Happy Anniversary?
4 October 2019 by Joanna Davies
Fathom’s Top 10 for 2019 Q3
2 October 2019 by Erik Britton
US sentiment to suffer due to weakness abroad and slowdown at home
25 September 2019 by Kevin Loane
Impeachment proceedings do not change US economic outlook
25 September 2019 by Kevin Loane
Supreme Court rules
24 September 2019 by Erik Britton
UK economic sentiment lowest since the recession
20 September 2019 by Ritush Dalmia
Trading places: France emerges from Germany’s shadow
18 September 2019 by Greg Spanner
Investors confident of Italy staying, less so of them paying
13 September 2019 by Andrew Harris
Investors complacent about US–China deal?
11 September 2019 by Kevin Loane
Introducing Fathom’s 2019 Q3 forecast: A pause that refreshes?
6 September 2019 by Erik Britton
Rebalancing remains a distant prospect for China
6 September 2019 by Joanna Davies
The impact of a Labour government
4 September 2019 by Erik Britton
Liquidity FLiq-ed on by July Fed cut
29 August 2019 by Andrea Zazzarelli
Fathom’s ESI reflects pessimism in German manufacturing sector
21 August 2019 by Andrew Harris
Tariff-neutralising fall in China’s currency fails to stem economic slowdown
16 August 2019 by Joanna Davies
Don’t FVI for me Argentina
14 August 2019 by Brian Davidson
US sentiment rebounds amid longer term slowdown
14 August 2019 by Kevin Loane
UK ESI consistent with broadly flat economic output in July
12 August 2019 by Andrew Brigden
A new dimension in British politics
12 August 2019 by Erik Britton
China will refrain from going nuclear on currency weaponisation
8 August 2019 by Joanna Davies
Inflation projections plagued by Brexit uncertainty
7 August 2019 by Andrew Harris
FLI points to a turn in the manufacturing cycle
2 August 2019 by Andrea Zazzarelli
Consumption tax up, sentiment down
30 July 2019 by Tobias Sturmhoefel
Investors cheer prospect of ECB easing
29 July 2019 by Andrew Harris
Nowcast provides little support for ECB policy easing
24 July 2019 by Greg Spanner
US economic sentiment weakened in June amid escalating trade tensions
24 July 2019 by Brian Davidson
Fathom’s ESIs highlight manufacturing weakness
22 July 2019 by Andrew Harris
Debt sustainability issues limit room for manoeuvre in some euro area economies
18 July 2019 by Greg Spanner
Fathom’s UK ESI reaches a six-year low
16 July 2019 by Andrew Brigden
Fathom’s CMI 2.0 slows to 4.8% in May
15 July 2019 by Joanna Davies
Will the Italian bond rally continue?
12 July 2019 by Tobias Sturmhoefel
Will central banks adopt higher inflation targets?
12 July 2019 by Tony Yates
Euro area inflation forecasts show risk of stagnation
11 July 2019 by Andrew Harris
Central bankers – tailoring policy to rules or markets?
10 July 2019 by Greg Spanner
New Prime Minister of Greece plans reforms, but will they succeed?
8 July 2019 by Panagiotis Karathymios
Breaking up credit: it’s not you, it’s me…
5 July 2019 by Andrea Zazzarelli
Investors reassess odds of Italian domino effect
4 July 2019 by Andrew Harris
Euro area ESI ticks up as Draghi plans last hurrah
28 June 2019 by Andrew Harris
US sentiment indicator highlights investors’ misguided rate expectations
26 June 2019 by Brian Davidson
Fathom’s UK ESI highlights risk of economic stagnation
13 June 2019 by Andrew Brigden
China: heading for the slow lane
12 June 2019 by Joanna Davies
Introducing Fathom’s 2019 Q2 forecast: President Trump’s bark is (probably) worse than his bite
10 June 2019 by Andrew Brigden
Investors remain overly wary of Greek default risk
5 June 2019 by Andrew Harris
China’s ticking NPL time bomb
3 June 2019 by Laura Eaton
CEI drops sharply amid escalating trade tensions
30 May 2019 by Brian Davidson
Charting the FLI path of global growth
30 May 2019 by Andrea Zazzarelli
Downward trend in Italian sentiment continues
24 May 2019 by Greg Spanner
European elections – a first step towards our ‘Golden Scenario’?
22 May 2019 by Andrew Harris
US economic sentiment and GDP growth to decline this year
17 May 2019 by Brian Davidson
Higher energy prices to boost UK inflation
15 May 2019 by Andrew Harris
Are we in for a repeat of the 2008 global financial crisis?
13 May 2019 by Erik Britton
UK ESI suggests underlying economic growth is close to 0.2%
7 May 2019 by Andrew Brigden
Benign investor reaction reflects limited political risk in Spain
3 May 2019 by Andrew Harris
Another false start for Japan as economic sentiment hits multi-year low
2 May 2019 by Tobias Sturmhoefel
Fathom’s Top 10 for 2019 Q1
1 May 2019 by Erik Britton
China: caught between a rock and a hard place
29 April 2019 by Joanna Davies
CEI reflects optimism over US/China trade deal
26 April 2019 by Brian Davidson
US policy stance to return to neutral this year
25 April 2019 by Andrew Brigden
Euro area expected to grow at a moderate pace in the first quarter
24 April 2019 by Greg Spanner
Upside US GDP surprise in store amid sentiment perk
18 April 2019 by Brian Davidson
What to expect from long-term expected returns — Fathom edition
17 April 2019 by Andrea Zazzarelli
Another strong year for the Irish economy
15 April 2019 by Greg Spanner
Fathom’s CMI holds steady as growth is prioritised over reform
11 April 2019 by Joanna Davies
UK inflation bucks the European trend
10 April 2019 by Andrew Harris
Rates too low according to Taylor rule
5 April 2019 by Tobias Sturmhoefel
Investors see low risk of break-up as European elections near
4 April 2019 by Andrew Harris
Does China threaten US hegemony?
28 March 2019 by Erik Britton
UK ESI continues to fall
26 March 2019 by Andrew Brigden
Stalling market liquidity at odds with sustainable market rally
22 March 2019 by Andrea Zazzarelli
On gaming, Brexit, and the importance of looking around corners
21 March 2019 by Andrew Brigden
Euro area sentiment ticked up in February
21 March 2019 by Andrew Harris
Central banks blink as outlook dims
14 March 2019 by Andrew Harris
US economic sentiment failed to rebound in February following shutdown
13 March 2019 by Brian Davidson
Fathom’s SFI highlights risks in Turkey and Argentina
8 March 2019 by Tobias Sturmhoefel
Smart Beta 2.0 — rise of the machines
6 March 2019 by Andrea Zazzarelli
Euro break-up fears receding as currency’s popularity rises
6 March 2019 by Andrew Harris
Introducing Fathom’s 2019 Q1 forecast: Stepping back from the edge?
1 March 2019 by Andrew Brigden
Trade war on pause, but new era of tension here to stay
28 February 2019 by Kevin Loane
UK economic optimism close to six-year low
26 February 2019 by Andrew Brigden
Euro area sentiment: mind the gap
22 February 2019 by Andrew Harris
Fathom’s Top 10 for 2018 Q4
21 February 2019 by Erik Britton
Fathom’s CMI hovers around 6%
14 February 2019 by Joanna Davies
US recession still some way off despite weaker economic sentiment
13 February 2019 by Brian Davidson
China using capital flows to leapfrog up the global value chain
7 February 2019 by Erik Britton
Falling inflation to help boost domestic demand
7 February 2019 by Andrew Harris
The Ionian divide ― lessons from Fathom’s indicators
6 February 2019 by Andrew Harris
China’s data mask hidden underemployment problem
30 January 2019 by Joanna Davies
Credit market success breeds complacency
25 January 2019 by Andrea Zazzarelli
Euro area nowcast suggests slowdown continued in Q4
24 January 2019 by Andrew Harris
UK ESI falls to lowest level since the EU referendum
21 January 2019 by Andrew Brigden
Market turmoil hits US economic sentiment but recession still some way off
17 January 2019 by Brian Davidson
Fed pause raises the prospect of ‘one last party’ in global asset markets
17 January 2019 by Andrew Brigden
Japanese sentiment clouded by global uncertainty
16 January 2019 by Tobias Sturmhoefel
China is slowing, but it is not a consequence of rebalancing
9 January 2019 by Joanna Davies
UK inflation — still standing at the Brexit crossroads
8 January 2019 by Andrew Harris
A symbolic moment as UK house price inflation falls to 0.5%
4 January 2019 by Andrew Brigden
Fathom’s 2018 scorecard
4 January 2019 by Erik Britton
Italy’s fiscal resolution aims to soothe markets
4 January 2019 by Andrew Harris
New year, new EU
3 January 2019 by Andrew Harris
Fathom global outlook: feel the market
21 December 2018 by Erik Britton
Focus on the ESI, not the Fed, for your holiday cheer
20 December 2018 by Brian Davidson
‘Old-model’ tactics halt China’s economic growth slowdown – for now
20 December 2018 by Joanna Davies
Global economy still has not learned to FLI
18 December 2018 by Tobias Sturmhoefel
CEI reflects see-sawing trade tensions
18 December 2018 by Brian Davidson
Do they know it’s value time at all?
13 December 2018 by Andrea Zazzarelli
Time to lay off the monetary meds
12 December 2018 by Kevin Loane
ECB to end QE despite weak inflation
10 December 2018 by Andrew Harris
Italy – not all roads lead to default
5 December 2018 by Andrew Harris
Fathom’s UK ESI points to weaker economic activity in Q4
5 December 2018 by Andrew Brigden
Time to lay off the monetary meds
5 December 2018 by Erik Britton
When markets are wrong – lessons from Fathom’s SFI
28 November 2018 by Andrew Harris
Introducing Fathom’s 2018 Q4 forecast: Time to party like it’s 1989?
23 November 2018 by Andrew Brigden
US business confidence slipped ahead of midterm elections
20 November 2018 by Brian Davidson
China’s ‘grey rhino’ threat
16 November 2018 by Joanna Davies
Made in China, exposed by RiCArdo
15 November 2018 by Joanna Davies
A flick about FLiq
8 November 2018 by Andrea Zazzarelli
Lessons from Fathom’s inflation models
8 November 2018 by Andrew Harris
Has euro area contagion risk returned?
5 November 2018 by Andrew Harris
US midterm elections not a game changer for the economy
2 November 2018 by Brian Davidson
Policy prescriptions for the Irish economy
31 October 2018 by Andrew Harris
Asset allocation: taking stock and dodging smoking barrels
26 October 2018 by Andrea Zazzarelli
Euro area economy likely to have grown by 0.4%
24 October 2018 by Andrew Harris
US Q3 GDP preview: another four handle amid buoyant sentiment?
19 October 2018 by Brian Davidson
A global recession is coming: here’s why
17 October 2018 by Erik Britton
China’s hokey-cokey approach to reform
12 October 2018 by Joanna Davies
Japan: sentiment rebounds slightly in Q3
10 October 2018 by Tobias Sturmhoefel
UK inflation set to fall after August blip
10 October 2018 by Andrew Harris
Euro area: set to catch a cold?
4 October 2018 by Andrew Harris
Italy: loosening the purse strings
1 October 2018 by Andrew Harris
US-listed firms with China exposure underperform their peers
26 September 2018 by Brian Davidson
EMs – fine now, cry later
26 September 2018 by Kevin Loane
Budget uncertainty weighing on Italian sentiment
19 September 2018 by Oliver White
Timeout for US small caps?
19 September 2018 by Tobias Sturmhoefel
Time to batten down the hatches?
13 September 2018 by Andrew Brigden
Business and consumer surveys support our bullish US GDP growth call
12 September 2018 by Brian Davidson
Rising above the labyrinth of financial noise with the FLI
5 September 2018 by Andrea Zazzarelli
China: old model still doing the heavy lifting
5 September 2018 by Joanna Davies
Rising above the labyrinth of financial noise with the FLI
5 September 2018 by Andrea Zazzarelli
Italy – markets remain on edge but not routing yet
3 September 2018 by Andrew Harris
Introducing our Q3 forecast: Fathom’s 2020 vision
31 August 2018 by Brian Davidson
UK economic sentiment stable despite rising uncertainty
30 August 2018 by Andrew Brigden
Sovereign crisis risks in emerging markets
23 August 2018 by Andrea Zazzarelli
The ‘is’ and the ‘ought’ of net trade
22 August 2018 by Erik Britton
US firms and consumers a little less optimistic, but growth outlook positive
17 August 2018 by Brian Davidson
Why oil might approach $20 per barrel
16 August 2018 by Andrew Brigden
Italy back in the spotlight as EA sentiment remains elevated
14 August 2018 by Oliver White
Made in China; taxed in the USA
9 August 2018 by Joanna Davies
The outlook for G4 inflation
8 August 2018 by Andrew Harris
Italy to buck the trend as ECB plans to tighten policy
8 August 2018 by Oliver White
Greece – another can kicked down the road
6 August 2018 by Andrew Harris
China prioritises short-term growth
3 August 2018 by Joanna Davies
Unconvincingly ‘hawkish’ UK Inflation Report
2 August 2018 by Andrew Brigden
Measurement issues cannot explain the productivity slowdown
2 August 2018 by Brian Davidson
What to make of US benchmark GDP revisions
1 August 2018 by Brian Davidson
UK economic sentiment slipped back a little in June
31 July 2018 by Andrew Brigden
The outlook for ECB policy
30 July 2018 by Oliver White
ECB remains on course; economic outlook unchanged
27 July 2018 by Andrew Harris
Euro area ‘nowcast’ model points to rebound in GDP growth
25 July 2018 by Oliver White
Japan’s ESI slips for a second consecutive quarter
25 July 2018 by Joanna Davies
Liquidity trends at the FLIQ of a finger
20 July 2018 by Andrea Zazzarelli
Measuring trade tensions with our China Exposure Index
16 July 2018 by Brian Davidson
Trade wars — it’s all in the game
13 July 2018 by Erik Britton
The UK and euro area – will inflation continue to converge?
12 July 2018 by Andrew Harris
What goes down must come up
6 July 2018 by Oliver White
Fathom’s UK ESI bucks the recent downward trend
29 June 2018 by Joanna Davies
New insights into EU migration
29 June 2018 by Andrew Harris
Trade and the theory of second best
20 June 2018 by Erik Britton
China’s latest power grab — all hot air?
13 June 2018 by Joanna Davies
China’s economy continues to slow
7 June 2018 by Laura Eaton
Italy – the relative calm after the storm
6 June 2018 by Andrew Harris
UK growth revisions — some plain facts
30 May 2018 by Andrew Brigden
Introducing Fathom’s Q2 forecast: Hurry up please, it’s time!
25 May 2018 by Brian Davidson
Fathom’s UK ESI loses further steam
24 May 2018 by Joanna Davies
Political uncertainty drags down EA economic sentiment
21 May 2018 by Oliver White
Global equities are 40% overvalued — who is vulnerable to a correction?
18 May 2018 by Oliver White
US economic sentiment drops in April amid trade concerns
18 May 2018 by Brian Davidson
Reconciling UK inflation forecasts
17 May 2018 by Andrew Harris
France’s digital economy needs to hit restart
11 May 2018 by Ellie Henderson
Bank overly sanguine on UK growth outlook
10 May 2018 by Andrew Brigden
Greece – a good time to say goodbye?
9 May 2018 by Andrew Harris
Is the euro forever and always?
4 May 2018 by Andrew Brigden
Economic activity in China continues to slacken
3 May 2018 by Kris Takoor
Sweet leverage: dieting now versus toothache later
27 April 2018 by Andrea Zazzarelli
UK’s economic slowdown gathers pace
27 April 2018 by Andrew Brigden
Are markets mispricing sovereign credit risk in India and Russia?
26 April 2018 by Erik Britton
What is the Bank of England credit conditions survey telling us?
25 April 2018 by Andrew Brigden
Fathom’s UK ESI confirms that the damage is already done
24 April 2018 by Joanna Davies
Japanese economic sentiment still outstripping GDP growth, but has it peaked?
18 April 2018 by Erik Britton
QE: the theory and the evidence
18 April 2018 by William Hynes
US economic sentiment close to record high in March despite trade fears
17 April 2018 by Brian Davidson
Why is Fathom so pessimistic on UK growth?
13 April 2018 by Joanna Davies
Output data confirm weakening UK growth outlook
12 April 2018 by Joanna Davies
May – not a FIT-ting time to hike?
11 April 2018 by Andrew Harris
Fathom’s EA Economic Sentiment Indicators down, but not out
11 April 2018 by Oliver White
China’s rebalancing is still just a dream
10 April 2018 by Kris Takoor
The European dominos: standing tall for now
9 April 2018 by Andrew Harris
FANG-ache? The macro dentist will see you now
5 April 2018 by Andrea Zazzarelli
Probability of house price correction in China rising fast
5 April 2018 by Laura Eaton
Is the German economy overheating?
3 April 2018 by Andrew Harris
Trade war? What trade war?
29 March 2018 by Brian Davidson
Ireland: the MINI economy
28 March 2018 by Oliver White
What goes up must come down
28 March 2018 by Andrew Brigden
BoE’s MPC doubles down, but a rate hike in May is not nailed on
22 March 2018 by Joanna Davies
Is it the euro area’s time to shine?
21 March 2018 by Andrew Harris
US economic sentiment soars after tax reform and strong jobs growth
20 March 2018
Equity outlook: valuations through a macro lens
16 March 2018 by Andrea Zazzarelli
US economic sentiment soars after tax reform and strong jobs growth
15 March 2018 by Brian Davidson
A global trade war remains an outside risk, despite US tariffs
13 March 2018 by Brian Davidson
The dawning of a new error?
9 March 2018 by Andrew Harris
Fathom’s UK ESI limps into the New Year
8 March 2018 by Joanna Davies
US economic outlook remains positive, despite mixed data
2 March 2018 by Brian Davidson
Europe’s ‘Super Sunday’
28 February 2018 by Andrea Zazzarelli
Tax cuts to drive US wages higher
23 February 2018 by Brian Davidson
Introducing Fathom’s latest quarterly forecast: what’s new?
16 February 2018 by Brian Davidson
UK inflation set to moderate in 2018
12 February 2018 by Andrew Harris
Is the German economy overheating?
9 February 2018 by Andrew Harris
‘Hawkish’ MPC too sanguine about the prospect of a sharp slowdown in growth?
8 February 2018 by Andrew Brigden
FMPI confirms record policy stimulus behind Europe’s strong cyclical upturn
1 February 2018 by Andrew Brigden
US GDP report highlights strong domestic economy
26 January 2018 by Brian Davidson
Banking and sovereign debt reforms essential to the euro area’s future
26 January 2018 by William Hynes
UK GDP better than anticipated, but Brexit weighs on the domestic economy
26 January 2018 by Joanna Davies
Japan’s ESI edges higher, but it is too soon to declare victory
22 January 2018 by Joanna Davies
Neither UK investment – nor export-orientated growth will save the day
5 January 2018 by Joanna Davies
Review of the year
22 December 2017 by Erik Britton
Euro area: periphery spreads set to rise in 2018
21 December 2017 by William Hynes
Stronger growth and improved resilience
20 December 2017 by Kevin Loane
Spotting UK recessions
15 December 2017 by Andrew Brigden
How technological change drives inequality
14 December 2017 by Brian Davidson
China residential property: keep starting, but stop finishing
12 December 2017 by Laura Eaton
The Phillips curve — rumours of its death are greatly exaggerated
11 December 2017 by William Hynes
Equity prices — beware of a correction
1 December 2017 by William Hynes
Globalisation’s downward pressure on prices set to ease
22 November 2017 by Laura Eaton
The Phillips curve — rumours of its death are greatly exaggerated
20 November 2017 by William Hynes
Merkel and Macron — Europe’s ‘golden scenario’?
16 November 2017 by Oliver White
Italy and the itcoin — beware the Ides of March
16 November 2017 by Andrew Harris
Spotting UK recessions
9 November 2017 by Andrew Brigden
ECB: a deposit facility for the many, not just the few?
8 November 2017 by William Hynes
November strategy outlook
3 November 2017 by Tim Davis
The UK MPC puts its faith in the Phillips curve
2 November 2017 by Joanna Davies
Global outlook 2017 Q4: the fundamental things apply
1 November 2017 by Joanna Davies
Europe’s dizzying debt dynamics
27 October 2017 by Andrew Harris
Sovereign fragility: did you miss me?
24 October 2017 by Erik Britton
The rise of American zombies
24 October 2017 by Brian Davidson
What are the odds that Brexit and recession cost Mrs May her job?
20 October 2017 by Joanna Davies
Falling star?
20 October 2017 by Laura Eaton
How Trump’s revised tax plan might unfold
12 October 2017 by Brian Davidson
Too close to the state to fail
6 October 2017 by Laura Eaton
Catalonia: a constitutional Classico
5 October 2017 by Andrew Harris
Emerging market rally still has legs
5 October 2017 by Kevin Loane
The UK consumer squeeze begins to bite
13 September 2017 by Joanna Davies
Global outlook: it’s a mad, mad, mad, MAD world
13 September 2017 by Erik Britton
Falling star?
8 September 2017 by Laura Eaton
The rise of American zombies
4 September 2017 by Brian Davidson
Central bankers ignore the elephant in the room
1 September 2017 by Joanna Davies
Solid foundations for Spain’s recovery
30 August 2017 by Tsvetoslav Tsonev
Is Greece finally out of the woods?
23 August 2017 by Oliver White
Japan’s GDP – nothing more than a sugar high
14 August 2017 by Joanna Davies
Labour market reforms top of the agenda for Mr Macron
7 August 2017 by Oliver White
UK MPC tries to have its cake and eat it
4 August 2017 by Joanna Davies
Fixed income and currency Q3 outlook
31 July 2017 by Tim Davis
ECB – why this time will be different
27 July 2017 by Tsvetoslav Tsonev
Our expanded China Momentum Indicator shows growth rebounding – for now
25 July 2017 by Jess Baker
India: despite medium-term uncertainty, a bright near-term outlook
21 July 2017 by Kevin Loane
Odds of a UK recession are now greater than even
20 July 2017 by Joanna Davies
Equity investors are not worried about a US/China trade war
14 July 2017 by Brian Davidson
Globalisation: it’s not over yet
4 July 2017 by Kevin Loane
Trump’s troubles: can the US economy still reach escape velocity?
23 June 2017 by Brian Davidson
Trump’s troubles: can the US economy still reach escape velocity?
23 June 2017 by Brian Davidson
US auto debt: a look under the bonnet
16 June 2017 by Brian Davidson
Don’t forget about Italy
14 June 2017 by Tsvetoslav Tsonev
It’s the Phillips curve, stupid
7 June 2017 by Florian Baier
China is due a banking crisis
2 June 2017 by Laura Eaton
UK Election: exciting politics; dull economics – probably
1 June 2017 by Erik Britton
Emerging market debt: a problem?
31 May 2017 by Kevin Loane
Germany’s residential property market – bubble or investment opportunity?
28 May 2017 by Florian Baier
Monetary policy: when debt can do no more
26 May 2017 by Joanna Davies
How a quicker pace of tightening by the Fed would affect the US economy
25 May 2017 by Brian Davidson
Fathom’s Economic Sentiment Indicators explained
24 May 2017 by Andrew Brigden
Dissecting France’s productivity performance
17 May 2017 by Oliver White
Euro area Economic Sentiment Indicator round-up
15 May 2017 by Oliver White
Have we passed peak protectionism? And if so, what’s next?
11 May 2017 by Andrew Brigden
US GDP: where is all the growth?
25 April 2017 by Brian Davidson
Emerging markets: get in or get out?
21 April 2017 by Kevin Loane
Fathom’s Economic Sentiment Indicators explained
20 April 2017 by Fathom Consulting
US – China summit: let the games begin!
6 April 2017 by Brian Davidson
Botched US healthcare reform – how worried should we be?
3 April 2017 by Brian Davidson
China needs fiscal reform to rebalance
23 March 2017 by Laura Eaton
Productivity puzzle: the drugs don’t work
6 March 2017 by Erik Britton
Trump Lite or Donald Dark?
7 October 2016 by Brian Davidson
Helicopter money — a primer
13 July 2016 by Joanna Davies
The UK’s housing bubble: ready to pop?
1 June 2016 by Oliver Jones
The fantasy and the reality of China’s economic rebalancing
6 January 2016 by Laura Eaton
A two-child policy for China: A case of too little, too late?
12 November 2015 by Laura Eaton
Rebalancing is not the cause of China’s slowdown
31 March 2014 by Laura Eaton
UK GDP is the best predictor of UK GDP, literally
6 November 2009 by Erik Britton
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