Insights
Asset allocation: taking stock and dodging smoking barrels
At Fathom, the busiest and most creative periods of the year are each quarter when our collective brainpower comes together in a concerted effort to produce the latest quarterly Global Economic and Market Outlook (GEMO) for our clients. As we approach the last stretch of 2018, it is worth reflecting on some of the asset allocation calls made over the course of the year…
Made in China, exposed by RiCArdo
Weather and the UK economy
A flick about FLiq
Lessons from Fathom’s inflation models
Has euro area contagion risk returned?
US midterm elections not a game changer for the economy
Policy prescriptions for the Irish economy
Euro area economy likely to have grown by 0.4%
US Q3 GDP preview: another four handle amid buoyant sentiment?
Escalating trade tensions: one step closer to Donald Dark
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
Made in China; taxed in the USA
Measurement issues cannot explain the productivity slowdown
What to make of US benchmark GDP revisions
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
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!