New cases of COVID-19 have plateaued, globally…
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Japan’s new borrowing costs could exceed trend growth, if real yields rise by the level seen in the UK and Germany this year. Stabilising government debt would then require primary surpluses #Japaneconomy #FathomRecessionWatch #Fathommacro fathom-consulting.com/researc… pic.twitter.com/WKWHT54KMd
We see yields on JGBs rising if the BoJ ends yield-curve control. Our Financial Vulnerability Indicator (FVI) identifies rising risk of a sovereign crisis in Japan, partly driven by rising yields & widening deficits #FathomRecessionWatch #Japaneconomy fathom-consulting.com/researc…
The Fed has gone from being behind the curve to being ahead of it. Will the Bank of England and European Central Bank do the same? #FathomGlobalOutlook #Globaleconomy #TheFed #BankofEngland #ECB fathom-consulting.com/researc… pic.twitter.com/Uu2y59PJwO
EU gas demand has plummeted this year, helped by mild temperatures, and gas storage facilities are full ahead of winter. But this trend of lower consumption will need to continue for Europe to avoid disruptions to gas supply #FathomMacro #EU #FathomFVI fathom-consulting.com/researc… pic.twitter.com/WB9Jbttktd