Insights
A chance for China to tell it how it is
Our central scenario sees COVID-19 knocking at least 17% off economic output in the first quarter. Following a history of disputable data releases, what exactly will China print on 17 April, when first-quarter GDP data are due for release? Might they take this opportunity to tell it straight? Perhaps more importantly, what’s to come? Will China offset the squeeze with a stimulus package akin to 2008/09. We think so…
3 April 2020
Fed action creates dangerous fault lines in assets
2 April 2020
1 April 2020
Quarterly summary: 2020 Q1
Equity investors pause for breath
A tale of two crises: rising unemployment key to the Irish outlook
ECB steps in as contagion fears resurface
2020 Q1: biggest global recession since the 1930s
COVID-19 spread sparks Italian debt sustainability fears
UK economic sentiment strengthened further last month
Raise a glass to the new chancellor
Global recession now odds on
Summary: 17-28 February 2020
Assessing the ECB’s monetary toolkit
Is France heading towards recession?
China’s underutilised society
Summary: 31 January – 14 February 2020
Why have the aftermaths of recent banking crises been so painful?
Introducing Fathom’s Centrality Tracker: a measure of global linkages
Fathom’s UK ESI points to a rapid turnaround in sentiment
Summary: 17-31 January 2020
2019: Fathom’s year in pictures
Economic sentiment in Japan stops its slide
2020 vision: turning hindsight into insights
The building blocks of China
Summary 3-17 January 2020
US December sentiment – a dead cat bounce?
UK election sees currency risk fall, despite continued uncertainty
2019 in review: investors embrace European political changes
Netflix and chill: economists find new meaning
Introducing Fathom’s China Momentum Indicator 3.0
Inflation forecasts plagued by Middle East uncertainty
Summary: 13 December 2019 – 6 January 2020