Insights
Netflix and chill: economists find new meaning
Inflation has remained stubbornly subdued in advanced economies, leading many economists to talk about the demise of the Phillips curve. Explanations range from increased central bank credibility to changing demographics, erosion of workers’ bargaining power and globalisation. In this note, we investigate how technology, and specifically the nature of recent technological changes, may have affected inflation…
US December sentiment – a dead cat bounce?
UK election sees currency risk fall, despite continued uncertainty
2019 in review: investors embrace European political changes
Introducing Fathom’s China Momentum Indicator 3.0
Out with the old, in with the new
Inflation forecasts plagued by Middle East uncertainty
UK economic sentiment weakest for more than ten years
Interpreting the drop in Italian sentiment
Q4 update: global financial risks decline as sentiment improves
Investors content to hold European debt as pressure for easing grows
US economy to avoid recession, but weak rebound ahead
UK inflation to fall below zero in the event of a Conservative majority
FROG: the asset allocation prince
UK electoral arithmetic: testing the loyalty of conflicted voters
Introducing Fathom’s 2019 Q4 forecast: through the looking glass and back to reality
Surveys of economic sentiment suggest UK still on cusp of recession
China: down and fighting back
Spanish ESI softens, but growth likely to remain strong
FVI Update: 1 November – 15 November 2019
Fathom’s capital flows database — greatest hits
Bullish investors taking a new look at Greek debt
Summary: 19 October – 1 November 2019
India: positive demographics, but will they be harnessed?
The Hong Kong problem
Greece: more debt and fewer people
How low can yields go?
Happy Anniversary?
US sentiment to suffer due to weakness abroad and slowdown at home
Supreme Court rules
UK economic sentiment lowest since the recession
Trading places: France emerges from Germany’s shadow
Investors confident of Italy staying, less so of them paying
Investors complacent about US–China deal?
Introducing Fathom’s 2019 Q3 forecast: A pause that refreshes?