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Fathom Consulting

Fathom Consulting

Bio

Fathom Consulting is a different kind of economics and financial markets consultancy. Our clients include some of the world’s leading financial institutions and corporates, as well as governments and policy groups. Entirely independent, we provide economic analysis and forecasts for the global, European and UK economies and their key asset prices; and specialise in bespoke, project-based research and consultancy. Specifically, we focus on the relationship between the macro economy and financial markets. Ultimately where others see a clear distinction, we see the two as inextricably linked. For more information, visit www.fathom-consulting.com/TR.

Articles

Japan takin the wheel

Chart Of The Week: Abenomics Taking The Wheel

The Bank of Japan is gradually being handed the leading role in the global monetary loosening act. As long as the Fed’s stance is perceived to be on a path to normalisation, any signs of momentum slippage in Abenomics will have increasingly disproportionate implications for global markets. Refresh Chart   Edit Chart Unfortunately, it seems [...]
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News in Charts: Beginning of the end for the Great Bond Bubble

This research note is provided by Fathom Consulting. All of the charts below and many many more, covering a range of topics and countries on both the macroeconomy and financial markets are available in the Chartbook to Datastream users at www.datastream.com. Alternatively you can access Fathom’s Chartbook at www.fathom-consulting.com/TR. The market is gradually coming to [...]
US-QE

Chart of the Week: US employment report not a game-changer

While an end to QE is inevitable at some point—and that is the substance in the messages from the Fed—we do not think the Fed is about to pull the trigger. Our own sense is that the balance of risks is still skewed. Friday’s 175k reading is unlikely to sway the debate either way, not [...]
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News in Charts: The UK’s Funding for Lending Scheme continues to disappoint

This research note is provided by Fathom Consulting. All of the charts below and many many more, covering a range of topics and countries on both the macroeconomy and financial markets are available in the Chartbook to Datastream users at www.datastream.com. Alternatively you can access Fathom’s Chartbook at www.fathom-consulting.com/TR. Data released from the Bank of [...]
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Chart of the Week: Japan Still Mired In Deflation

The latest Japanese CPI data showed that Japanese prices had fallen by 0.7% in the twelve months to April. Over the past two decades consumer prices have only fallen marginally on the CPI measure. The GDP and consumption deflators point to far more severe declines. This serves to highlight the challenge for Japanese policymakers. Refresh [...]
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News in Charts: What lies beneath the rise in sovereign yields?

This research note is provided by Fathom Consulting. All of the charts below and many many more, covering a range of topics and countries on both the macroeconomy and financial markets are available in the Chartbook to Datastream users at www.datastream.com. Alternatively you can access Fathom’s Chartbook at www.fathom-consulting.com/TR. There has been a significant back-up [...]
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Chart of the Week: UK Final Domestic Demand Flat in Q1

The second estimate of UK GDP in 2013 Q1 left headline growth unrevised at 0.3%. In addition to confirming that the UK had avoided a triple dip recession, the data release gave us our first glimpse of the expenditure breakdown. It showed that final domestic demand was unchanged through Q1.The IMF also made public the [...]
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News in Charts: Jittery Thursday Highlights Fragility of Nikkei Rally

This research note is provided by Fathom Consulting. All of the charts below and many many more, covering a range of topics and countries on both the macroeconomy and financial markets are available in the Chartbook to Datastream users at www.datastream.com. Alternatively you can access Fathom’s Chartbook at www.fathom-consulting.com/TR. An otherwise calm week in financial [...]
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Chart of the week: Big drop in US inflation

US CPI inflation data for April showed that headline CPI inflation fell to 1.1% – the lowest since 2010. Combined with already very weak Personal Consumption Expenditure price inflation data for March, this presents a very weak inflation picture for the US economy. Refresh Chart   Edit Chart The FOMC’s targeted measure of inflation is [...]
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News in Charts: Japan: Abenomics scores a GDP surprise

This research note is provided by Fathom Consulting. All of the charts below and many many more, covering a range of topics and countries on both the macroeconomy and financial markets are available in the Chartbook to Datastream users at www.datastream.com. Alternatively you can access Fathom’s Chartbook at www.fathom-consulting.com/TR. Japanese GDP expanded at an annualised [...]