Insights
China’s housing bares all
Have you ever heard the phrase ‘naked wedding’? It is a recent addition to my lexicon. But holding a naked wedding is an increasingly widespread practice in China, and is not what the name implies. Instead, it is a marriage stripped of nearly all of the traditional “must-haves” for a Chinese couple, such as owning a house, a car, and an expensive wedding ceremony. Such frugal nuptials are at odds with China’s well-established customs. This is not always done out...
China’s perceived housing shortage
Global macro in a pandemic: messages from Fathom’s Centrality Tracker
QE no panacea for EMs in another Taper Tantrum
Monthly update, February 2021
EU climate policy: risks and opportunities
Biden presidency a potential game changer, but net zero path requires bipartisan support
3 February 2021
A race between the virus and the vaccines
This year give your investments a macro makeover with Fathom’s macro portfolios
Can Joe Biden make America great again?
13 January 2021
China’s corporate bond defaults: are they here to stay?
GEMO 2021 Q1: Hope at last
Chancellor announces highest public investment since the GFC
Divided US government means less fiscal support
Climate economics and the US election
US Election: Biden the base case, but Trump can’t be ruled out
How much debt is too much?
Sino-US tensions in a post-COVID world
GEMO 2020 Q4: On the up
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
