Europe

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. Debate among economists and politicians alike [...]

Net inflows into exchange-traded products hit a fresh high of $73.4 billion during the first quarter of 2013, pushing assets invested ETFs and ETPs to a new record of $2.09 trillion, according to data from ETFGI. Large gains in many global equity markets fueled enthusiasm among investors for exchange-traded products, including exchange-traded funds (ETFs) during [...]

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 Fed, the Bank of England [...]

In spite of renewed signs of turmoil in Europe, as the government of Cyprus struggled to prevent the collapse of its banking sector, investors continued to display their confidence in financial assets and once again, stocks and other “risk on” asset classes led financial markets higher in most corners of the world. The investment universe [...]

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. Euro area unemployment rises to record [...]

A full set of UK economic accounts for 2012 Q4 was published last week. Private consumption is now estimated to have grown by 0.3% in 2012 Q4, the fifth consecutive quarterly rise. Private consumption growth has averaged 0.4% over the past five quarters, stronger than its average of 0.2% since the economy emerged from its [...]

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. The latest rupture in the euro [...]

If Warren Buffett followed his guidelines for possible acquisitions in developed Europe, our StarMine research models suggest he would have some 43 companies to pick from, with most, like Philips Electronics (PHG.AS), aerospace manufacturer Safran SA (SAF.PA), and Adidas (ADSGn.DE), in the industrial and consumer spaces. Released: March 27 2013 Length: 3 Minutes If Warren [...]

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. Excessive public borrowing bad. Excessive private [...]

As part of its international rescue package, Cyprus will impose a one-off tax on depositors at its banks. Depositors in other peripheral countries may feel their savings are less secure. If that is the case, we would expect to see a surge in the absolute size of Target 2 balances, with the core balances becoming [...]