In the last three months, Fathom has supplied in-depth research and analysis on a wide range of pressing topics, including the US economy’s remarkable recovery, the truth behind China’s slowing growth and the global impact of its weakening economy. Here we’ve put together a recap of ten of Fathom’s top research pieces from 2023 Q4, based on the level of engagement from our clients.

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In brief: inflation disparities across the euro area

“Currently, the twenty euro area member states are displaying varying degrees of inflation normalisation following an extended period of high inflation, with Slovakia reporting 8.9% in September, the highest level of inflation in the EA, while consumer prices in the Netherlands are currently lower than they were a year ago… The case for tightening monetary policy when inflation was high across the bloc was straightforward; however the balance of risks is now more varied. Our central view is that Europe’s common currency area will enter recession in the coming year — if we are indeed correct, ECB policymakers may find themselves held increasingly accountable for deteriorating economic conditions.”

Zach Burdon, 11 October 2023

[Please click below to read the full note.]