Insights
Timeout for US small caps?
The S&P 500 has been making headlines this summer, posting its longest ever bull market despite growing volatility elsewhere in the world. Indeed, it remains on course to beat other developed-market equity indices by more than 5% for the second successive quarter…
Budget uncertainty weighing on Italian sentiment
Fathom’s positive US GDP outlook backed up by economic sentiment
Time to batten down the hatches?
Business and consumer surveys support our bullish US GDP growth call
Rising above the labyrinth of financial noise with FLI
China: old model still doing the heavy lifting
Introducing our Q3 forecast: Fathom’s 2020 vision
UK economic sentiment stable despite rising uncertainty
Sovereign crisis risks in emerging markets
The ‘is’ and the ‘ought’ of net trade
Why oil might approach $20 per barrel
Made in China; taxed in the USA
Measurement issues cannot explain the productivity slowdown
The outlook for ECB policy
Euro area ‘nowcast’ model points to rebound in GDP growth
Liquidity trends at the FLIQ of a finger
Measuring trade tensions with our China Exposure Index
Trade wars — it’s all in the game
What goes down must come up
New insights into EU migration
Trade and the theory of second best
China’s latest power grab — all hot air?
Italy – the relative calm after the storm
UK growth revisions — some plain facts
Introducing Fathom’s Q2 forecast: Hurry up please, it’s time!
Global equities are 40% overvalued — who is vulnerable to a correction?
France’s digital economy needs to hit restart
Is the euro forever and always?
Sweet leverage: dieting now versus toothache later
QE: the theory and the evidence
Why is Fathom so pessimistic on UK growth?
The European dominos: standing tall for now
FANG-ache? The macro dentist will see you now
Probability of house price correction in China rising fast