INSIGHT PROVIDER
Thomas Lam

Thomas Lam
Independent Economist, Forecaster and Strategist

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Multi-Asset • Macroeconomics • FX & Rates
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bearish•Macroeconomics
•02 Oct 2025 07:00

Slogans, Propaganda or Actions?

Given the importance of the China economy, I introduce an alternative and a timelier indicator of headline growth in this piece.

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301 Views
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bearish•Macroeconomics
•02 Sep 2025 07:13

We Know More Than We Can Say Precisely

This piece offers additional insights on the continuing intricacies surrounding the US fiscal debt sensitivity of interest rates.

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534 Views
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bearish•Macroeconomics
•08 Aug 2025 07:03

"Rigged" & "Scam"?

The ongoing debate on the Fed will likely hinge on the state of the labor market, especially if the inflation backdrop remains muddled in the near...

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328 Views
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bearish•Macroeconomics
•08 Jul 2025 08:02

Follow the DoGI

My Diffusion of Growth Indicator (DoGI) can potentially provide meaningful and timely clues on the cyclical characteristics of the global economy...

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414 Views
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bearish•Macroeconomics
•06 Jun 2025 19:27

The Innermost Layer of the Onion

This piece provides a current snapshot of the estimated G3 (Euro Area, Japan and US) underlying inflation rates, collectively and individually.

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559 Views
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