Insights
GEMO 2021 Q1: Hope at last
The year 2020 might be described, at best, as eventful. And the few short weeks that have passed since we finalised our previous Global Economic and Markets Outlook (GEMO) have been no exception, filled in almost equal measure with periods of great hope and despair. In late September, as the Northern Hemisphere countries moved through autumn towards winter, it became clear that a second wave of COVID-19 was underway, with identified cases rising further and faster than we had imagined,...
2 December 2020
Pivot to fiscal stimulus during crisis
The new trade bloc in town
Chancellor announces highest public investment since the GFC
25 November 2020
Divided US government means less fiscal support
Climate economics and the US election
US Election: Biden the base case, but Trump can’t be ruled out
How much debt is too much?
Sino-US tensions in a post-COVID world
GEMO 2020 Q4: On the up
What next for the labour market?
A little less conversation, a little more action, please
Beyond COVID-19
Can Trump delay the election?
Spread of COVID-19 is slowing for reasons other than lockdown
China’s juggling act between hot property and a cold economy
How do we get from V to L?
GEMO 2020 Q2: Climbing out the other side
What is monetary financing, are we doing it, and if so does it matter?
China’s labour market statistics fail the sniff test, but are not alone
Potential short- and long-run economic consequences of COVID-19
A chance for China to tell it how it is
2020 Q1: biggest global recession since the 1930s
Assessing the ECB’s monetary toolkit
Why have the aftermaths of recent banking crises been so painful?
Introducing Fathom’s Centrality Tracker: a measure of global linkages
2020 vision: turning hindsight into insights
Netflix and chill: economists find new meaning
FROG: the asset allocation prince
UK electoral arithmetic: testing the loyalty of conflicted voters
Introducing Fathom’s 2019 Q4 forecast: through the looking glass and back to reality
Fathom’s capital flows database — greatest hits
Bullish investors taking a new look at Greek debt