Insights
GEMO 2020 Q4: On the up
Since our previous Global Economic and Markets Outlook, there has been mixed but on balance positive news about the spread and impact of the virus that causes COVID-19. Globally, the number of newly identified cases of the disease rose by more than we anticipated, with first Brazil and the US and then India bearing the brunt of new infections, but the rise now looks to have plateaued. While the number of newly identified cases has risen sharply, the rate at...
China’s uninspiring consumer environment
16 September 2020
Half-way back?
9 September 2020
What next for the labour market?
A little less conversation, a little more action, please
Beyond COVID-19
Can Trump delay the election?
Spread of COVID-19 is slowing for reasons other than lockdown
China’s juggling act between hot property and a cold economy
How do we get from V to L?
GEMO 2020 Q2: Climbing out the other side
What is monetary financing, are we doing it, and if so does it matter?
China’s labour market statistics fail the sniff test, but are not alone
Potential short- and long-run economic consequences of COVID-19
A chance for China to tell it how it is
2020 Q1: biggest global recession since the 1930s
Assessing the ECB’s monetary toolkit
Why have the aftermaths of recent banking crises been so painful?
Introducing Fathom’s Centrality Tracker: a measure of global linkages
2020 vision: turning hindsight into insights
Netflix and chill: economists find new meaning
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
Fathom’s capital flows database — greatest hits
Bullish investors taking a new look at Greek debt
India: positive demographics, but will they be harnessed?
Global trade: pause or rewind?
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