Insights
A new dimension in British politics
Brexit has driven a fissure through the middle of British politics, making it difficult or impossible to win an electoral mandate from the middle, as Theresa May has found. The traditional dynamics of two parties vying for the median voter has changed radically. Boris Johnson was arguably among the first to recognise that shift, and to position himself accordingly. But his plan hit a number of roadblocks: in our view, it is Plan 3.0 that has propelled him into Number...
China’s economy slows to 4.6% in June
Tariff-neutralising fall in China’s currency fails to stem economic slowdown
Don’t FVI for me Argentina
US sentiment rebounds amid longer term slowdown
UK ESI consistent with broadly flat economic output in July
China will refrain from going nuclear on currency weaponisation
Inflation projections plagued by Brexit uncertainty
FLI points to a turn in the manufacturing cycle
Consumption tax up, sentiment down
Investors cheer prospect of ECB easing
Nowcast provides little support for ECB policy easing
US economic sentiment weakened in June amid escalating trade tensions
Fathom’s ESIs highlight manufacturing weakness
Fathom’s CMI 2.0 slows to 4.8% in May
Will central banks adopt higher inflation targets?
New Prime Minister of Greece plans reforms, but will they succeed?
Breaking up credit: it’s not you, it’s me…
Introducing Fathom’s 2019 Q2 forecast: President Trump’s bark is (probably) worse than his bite
China’s ticking NPL time bomb
CEI drops sharply amid escalating trade tensions
Charting the FLI path of global growth
Downward trend in Italian sentiment continues
Are we in for a repeat of the 2008 global financial crisis?
What to expect from long-term expected returns — Fathom edition
Does China threaten US hegemony?
On gaming, Brexit, and the importance of looking around corners
Smart Beta 2.0 — rise of the machines
Introducing Fathom’s 2019 Q1 forecast: Stepping back from the edge?
China using capital flows to leapfrog up the global value chain
Credit market success breeds complacency
Fed pause raises the prospect of ‘one last party’ in global asset markets
Fathom’s 2018 scorecard
Fathom global outlook: feel the market
Do they know it’s value time at all?