The fundamental drivers of sovereign risk have rocketed everywhere, including in exposed EMs that do not necessarily have the scope to undertake monetary financing: Fathom’s proprietary Sovereign Fragility Index illustrates this point…
Time to party like it's 1929 #ThankFathomItsFriday #recession #spendspendspend fathom-consulting.com/spend-s…
If China ends its #zeroCOVID policy it is likely to put upward pressure on commodities prices, adding complexity to the global inflation outlook next year #FathomRecessionWatch #Chinaeconomy #FathomChina fathom-consulting.com/researc… pic.twitter.com/ZEt0aDLpMi
"Fathom Consulting estimates that the house price to income ratio measuring affordability was even worse than in the US and UK, with Shanghai and Beijing the most expensive." The @Telegraph quotes @JDaviesTheEcon on how Xi is squandering China's future telegraph.co.uk/business/2022…
China’s #zeroCOVID restrictions are particularly harsh. Recent protests, plus the lack of immunity, mean zero COVID’s days may be numbered – the question is whether China’s exit is disorderly #FathomRecessionWatch #Chinaeconomy #FathomChina fathom-consulting.com/researc…
The importance of gas as an energy source varies widely across European countries. That means the cost of protecting consumers and firms from higher prices varies too, but there’s no sign yet of a common EU fund #FathomMacro #EU #EUeconomy #FathomFVI fathom-consulting.com/researc… pic.twitter.com/MQDg9EWTR5
Time to party like it's 1929 #ThankFathomItsFriday #recession #spendspendspend fathom-consulting.com/spend-s…