Independent Economist, Forecaster and Strategist

Thomas Lam

Tom has over two decades of experience in the realm of economics and finance, with expertise ranging from covering the global economy, deciphering financial markets, including macro forecasting, to advising on investment strategy.

He commenced his career in New York, initially at a large money-center bank and then at a hedge fund.  Thereafter, while in Singapore, he worked at two financial institutions and later joined academia.  

Tom has been consistently ranked among the top five most accurate economists in the world on forecasting the US economy overall (placed third, last published by the “Bloomberg Rankings of Top Forecasters”).  During the Global Financial Crisis, he was also acknowledged as the second-best US forecaster worldwide.  

Moreover, he was exclusively identified by Bloomberg to have accurately predicted the onset of the 2009 US recovery 16 months ahead of the official announcement.  Consequently, he has been widely publicized as one of “Wall Street’s Most Prophetic Economists”.

Fed Snap (May 1 Meeting): Current & Future Takeaways

Charting Beyond the Sanguine Stock Market

Fed Snap (Jan 31 Meeting): Current & Future Takeaways

Macroeconomics

<ul>
<li>The February CPI release, while less of a surprise compared to the January print, was directionally favorable</li>
<li>My proprietary CPI indicators on inflation momentum and the most persistent inflation cluster offer additional clues    </li>
<li>Although market-based expectations compressed further, the near-distant odds of potential Fed action remain fluid and unsettled   </li>
</ul>


The February CPI release, while less of a surprise compared to the January print, was directionally favorable
My proprietary CPI indicators on inflation momentum and the most persistent inflation cluster offer additional clues    
Although market-based expectations compressed further, the near-distant odds of potential Fed action remain fluid and unsettled   


The Usual & Unusual Details in the Latest CPI Release