Insights
What is monetary financing, are we doing it, and if so does it matter?
Quick answer for the busy reader: using central bank money to finance government spending, yes we are, and no it doesn’t. Governments around the world have ordered whole industries to cease production, and people to stay at home, in an effort to contain the spread of the virus that causes COVID-19. At the same time, fiscal packages have been put in place to support those businesses and those households who have seen their incomes fall – in some cases to...
29 May 2020
COVID-19 cases seem to be falling for reasons other than lockdown
27 May 2020
FVI Update: 8 May–25 May 2020
Main Street or Wall Street: who’s got this right?
Summary: 27 April-8 May 2020
China’s labour market statistics fail the sniff test, but are not alone
Summary: 13 April-24 April 2020
Summary: 31 March-10 April 2020
Down but not out: signals from Fathom’s asset allocation toolbox
Potential short- and long-run economic consequences of COVID-19
A chance for China to tell it how it is
Quarterly summary: 2020 Q1
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
Summary: 17-28 February 2020
Assessing the ECB’s monetary toolkit
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
Summary: 17-31 January 2020
2020 vision: turning hindsight into insights
Summary 3-17 January 2020
Netflix and chill: economists find new meaning
Summary: 13 December 2019 – 6 January 2020
Q4 update: global financial risks decline as sentiment improves
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
FVI Update: 1 November – 15 November 2019
Fathom’s capital flows database — greatest hits
Bullish investors taking a new look at Greek debt