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Dec 19, 20243 min read

Comment on latest FED decision

Good morning and Happy Holidays. Federal Reserve Chair Jerome Powell yesterday delivered a speech that offered important insights into...

Dec 6, 20241 min read

Our view for the year ahead What has/will happen Inflation has entered a new regime, will be more persistent and volatile due to...

Oct 31, 20242 min read

The past two weeks have seen significant market shifts, with the upcoming U.S. presidential elections being a key driver. Markets are...

Sep 19, 20242 min read

Yesterday, the FED delivered its first rate cut in five years, opting for a 50-basis point reduction. This move, likely influenced by the...

Jun 25, 20241 min read

Jun 20, 20242 min read

Good morning. Lots of developments over the past fortnight. The FED's dot plot projections now indicate that rate cuts have been pushed...

May 23, 20242 min read

Good morning. It's been a while since our last update, and time flies when you're working hard. What's changed in the macroeconomic...

May 14, 20241 min read

Ευρώπη, Αμερική και Ελλάδα: Μια Μακροοικονομική Εκτίμηση Η Fathom WMA συνεργάστηκε με την UBS για να διοργανώσουν μια υψηλού επιπέδου...