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INSIGHT PROVIDER
Thomas Lam
Independent Economist, Forecaster and Strategist
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Location:
Singapore
Joined:
24 August 2023
43
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bullish
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Macroeconomics
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07 Jan 2025 08:47
Another Way to Skin a Cat?
I introduce a new interpolated monthly US real GDP series extending back to 1947, thus offering an alternative nowcast of current economic activity.
Thomas Lam
324 Views
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bearish
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Macroeconomics
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25 Nov 2024 08:34
The Next Four Years...
Let the debate on the prospect of “Winter is Coming” or/and “A Golden Age” under "Trumpism" commence as 2024 winds down.
Thomas Lam
821 Views
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bearish
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Macroeconomics
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30 Oct 2024 12:12
Macklem, Orr, Gongsheng, Ueda, Bailey, Powell, Lagarde, Nabiullina and MDIN
The MDIN, which synthesizes DM and EM central bank policy dispersion, offers insights into worldwide interest rate policy cycles.
Thomas Lam
198 Views
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bearish
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Macroeconomics
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19 Sep 2024 14:51
Words Speak Louder Than Actions?
The evolving communication challenges at the Federal Reserve can potentially dominate the magnitude of reduction in the funds rate.
Thomas Lam
235 Views
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bearish
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Macroeconomics
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09 Sep 2024 08:40
Don't Shoot the Piano Player
The ongoing and emerging financial market intricacies, for better or worse, can potentially influence the unsettled Fed debate.
Thomas Lam
1.2k Views
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