Insights
Fed pause raises the prospect of ‘one last party’ in global asset markets
Out with the old, in with the new. Last year, the US economy evolved broadly as we expected. Growth was 3%, or near enough as makes no difference. Core inflation rose steadily, at least through the first half of the year, before disappointing towards the end, and thwarting our forecast for the year as a whole. Nevertheless, we stuck to our four hikes view…
Market turmoil hits US economic sentiment but recession still some way off
Japanese sentiment clouded by global uncertainty
Fathom’s StRRiM elevated amid Brexit uncertainty
China is slowing, but it is not a consequence of rebalancing
UK inflation — still standing at the Brexit crossroads
A symbolic moment as UK house price inflation falls to 0.5%
Fathom’s 2018 scorecard
Italy’s fiscal resolution aims to soothe markets
New year, new EU
Fathom global outlook: feel the market
Focus on the ESI, not the Fed, for your holiday cheer
‘Old-model’ tactics halt China’s economic growth slowdown – for now
Global economy still has not learned to FLI
CEI reflects see-sawing trade tensions
Do they know it’s value time at all?
Time to lay off the monetary meds
Time to lay off the monetary meds
When markets are wrong – lessons from Fathom’s SFI
Introducing Fathom’s 2018 Q4 forecast: Time to party like it’s 1989?
Made in China, exposed by RiCArdo
A flick about FLiq
Policy prescriptions for the Irish economy
Asset allocation: taking stock and dodging smoking barrels
Euro area economy likely to have grown by 0.4%
A global recession is coming: here’s why
China’s hokey-cokey approach to reform
Euro area: set to catch a cold?
EMs – fine now, cry later
Timeout for US small caps?
Time to batten down the hatches?
Rising above the labyrinth of financial noise with FLI
Introducing our Q3 forecast: Fathom’s 2020 vision
The ‘is’ and the ‘ought’ of net trade
Why oil might approach $20 per barrel