Introducing Fathom’s Global Outlook service
Fathom’s Global Outlook, Autumn 2024
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.
As 2024 has progressed, investor concern has switched from sticky inflation to anxiety about the prospects for a soft landing. The Federal Reserve is now widely anticipated to begin its easing cycle. However, the US economy remains strong and the easing cycle is expected to be shallow in historical terms. To what extent can this new normal of higher for longer persist?
A key part of our story last quarter related to a tug-of-war between fiscal and monetary policies. What does that look like now? And what does the prospect of a new US president mean for tax and spend? What broader economic and geopolitical consequences might a new administration bring?
Market volatility peaked as US recession fears coincided with Japanese monetary tightening. Putting our economic outlook and financial market indicators together, what should we look out for in asset markets?
The Chinese economy continues to confound both its optimists and its pessimists. Its behemoth real estate boom continues to unwind, albeit without any large negative impact on economic growth, which remains feeble although positive still. What can we expect from the world’s second largest economy?
Agenda
US interest rates: how high? For how long?
US election: state of the race and likely economic impacts
Volatility spiked: what’s ahead for asset markets?
Reading the tea leaves in China
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.