Insights
Does China threaten US hegemony?
China’s growth over the last two decades has been phenomenal, and beneficial. Does it now challenge the role of the US as the global hegemon? In terms of GDP, China is second only to the US and it is catching up. But its cultural, financial and political influence remains far behind. This is the second in our new series of In Depth notes drawing on our consultancy expertise, in this case highlighting…
Upside US GDP surprise in store amid sentiment perk
What to expect from long-term expected returns — Fathom edition
Another strong year for the Irish economy
Taylor rule rates mirror central bank dovishness
Fathom’s CMI holds steady as growth is prioritised over reform
UK inflation bucks the European trend
Rates too low according to Taylor rule
Investors see low risk of break-up as European elections near
UK ESI continues to fall
Stalling market liquidity at odds with sustainable market rally
On gaming, Brexit, and the importance of looking around corners
Euro area sentiment ticked up in February
Smart Beta 2.0 — rise of the machines
Introducing Fathom’s 2019 Q1 forecast: Stepping back from the edge?
Trade war on pause, but new era of tension here to stay
UK economic optimism close to six-year low
Euro area sentiment: mind the gap
Fathom’s Top 10 for 2018 Q4
Fathom’s CMI hovers around 6%
China using capital flows to leapfrog up the global value chain
Credit market success breeds complacency
Fed pause raises the prospect of ‘one last party’ in global asset markets
Fathom’s 2018 scorecard
Fathom global outlook: feel the market
Do they know it’s value time at all?
Time to lay off the monetary meds
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?
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%