Introducing Fathom’s Global Outlook service
Fathom’s Global Outlook, Winter 2025
Fathom Consulting is offering a free opportunity to hear insights from our latest Global Outlook – the independent and data-driven assessment of the prospects for the global economy, financial markets and geopolitics that we share with our clients individually each quarter.
Register below to book a private demonstration of our latest Global Outlook.
In our Winter Outlook we take a closer look at the impact of US import tariffs on US inflation and trade flows.
We explain how much of the tariffs have fed into US consumer prices so far and how much more is likely to come. We show how China seems to have rerouted some its exports to the US via third countries to avoid US customs duties and how it is dumping lost US trade into the EU, with implications for EU inflation.
We introduce our revamped China Momentum Indicator, an alternative, timely and more accurate measure of Chinese economic activity than official measures and use it to project China’s GDP growth for the coming quarters and years, using Japan’s 1990 asset bubble burst as a reference point.
We look at the fiscal challenges facing the world’s major economies, the options they have for dealing with them, and where investors might turn if the world’s safe havens turn out not to be that safe. As usual, our presentation contains a wealth of material on the outlook for the UK economy, including the upcoming budget, inflation, house prices and MPC meetings.
Agenda
How tariffs are affecting US inflation and international trade
China’s economy: current state of play and short- to long-term outlook
Options for dealing with a fiscal mess – for policymakers and investors
The unenviable choices facing Rachel Reeves and where the UK goes from here
Book your presentation
Please complete the form below to book your presentation. You will be then contacted by someone from Fathom to arrange a time and the necessary logistics. The webinars usually last about one hour, with plenty of time in there for discussion, and can involve as many people present from your side as you wish.