Last month Fathom’s economists focused their attention on the global macroeconomic picture. We discussed how well Europe’s economy was holding up despite energy supply shocks, the demise of a crypto exchange, the prospects for the world’s most indebted advanced economy as yields start to rise, and how investors are reacting to the prospect of a Fed pivot. Read on for a round-up of some of the economic insights Fathom sent to clients in November.

EU gas use falls, but no recession — yet

What the FTX

Japan inflation: have we reached a turning point?

Markets rotate to low-duration equities

[Please click below to read the full note.]