Last week’s news of a new outbreak in Beijing, coupled with rising cases in some parts of the US, saw global stock markets pause for breath…
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
Despite Bank of England efforts to talk down future rate hikes, our mean path for Bank Rate is significantly above market pricing #FathomGlobalOutlook #Globaleconomy #Bankrate #BankofEngland fathom-consulting.com/researc… pic.twitter.com/bNBixK9r0c
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