Insights
Time to lay off the monetary meds
Last Friday, at an event hosted in partnership with Refinitiv, we called for the advanced economies to shift decisively to a higher yield environment. Ten years before, in the throes of the most severe global financial crisis for 80 years, Fathom used the first Monetary Policy Forum (MPF) to argue strongly in favour of unconventional monetary policy, such as quantitative easing (QE). A decade on, in the final quarterly instalment of the MPF, we called for these policies to be...
Do they know it’s value time at all?
ECB to end QE despite weak inflation
Fathom’s UK ESI weakest since the period following the June 2016 EU referendum
Italy – not all roads lead to default
Fathom’s UK ESI points to weaker economic activity in Q4
Time to lay off the monetary meds
When markets are wrong – lessons from Fathom’s SFI
Introducing Fathom’s 2018 Q4 forecast: Time to party like it’s 1989?
US business confidence slipped ahead of midterm elections
China’s ‘grey rhino’ threat
Made in China, exposed by RiCArdo
A flick about FLiq
Policy prescriptions for the Irish economy
Asset allocation: taking stock and dodging smoking barrels
Euro area economy likely to have grown by 0.4%
A global recession is coming: here’s why
China’s hokey-cokey approach to reform
Euro area: set to catch a cold?
EMs – fine now, cry later
Timeout for US small caps?
Time to batten down the hatches?
Rising above the labyrinth of financial noise with FLI
Introducing our Q3 forecast: Fathom’s 2020 vision
The ‘is’ and the ‘ought’ of net trade
Why oil might approach $20 per barrel
Made in China; taxed in the USA
Measurement issues cannot explain the productivity slowdown
What to make of US benchmark GDP revisions
The outlook for ECB policy
Euro area ‘nowcast’ model points to rebound in GDP growth
Liquidity trends at the FLIQ of a finger
Measuring trade tensions with our China Exposure Index
Trade wars — it’s all in the game
What goes down must come up