Insights
Why have the aftermaths of recent banking crises been so painful?
Banking crises are pernicious. The econometric work that underpins Fathom’s proprietary Financial Vulnerability Indicator demonstrates that banking crises lead to three other types of financial crisis: sovereign; currency; and sudden stop. Moreover, recessions that occur alongside banking crises tend to be more painful than those that do not…
Global shipping activities take a pause
Is France heading towards recession?
US sentiment bounces back, but growth yet to follow
China’s underutilised society
Summary: 31 January – 14 February 2020
ECB’s strategy review unlikely to solve its inflation woes
Introducing Fathom’s Centrality Tracker: a measure of global linkages
Fathom’s UK ESI points to a rapid turnaround in sentiment
Summary: 17-31 January 2020
2019: Fathom’s year in pictures
UK fiscal expansion to lift growth in coming quarters
Economic sentiment in Japan stops its slide
2020 vision: turning hindsight into insights
The building blocks of China
Summary 3-17 January 2020
US December sentiment – a dead cat bounce?
UK election sees currency risk fall, despite continued uncertainty
2019 in review: investors embrace European political changes
Netflix and chill: economists find new meaning
Introducing Fathom’s China Momentum Indicator 3.0
Inflation forecasts plagued by Middle East uncertainty
Summary: 13 December 2019 – 6 January 2020
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
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