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 (Jun 12 Meeting): Current & Future Takeaways

Is Underlying Inflation Edging Higher, Lower or Flatlining?

Almost Half of Global GDP Tracking Unevenly

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

Charting Beyond the Equity Market Headlines

Financial Considerations Amid the Fed Debate

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

China Housing: Demand-Supply Fundamentals - Part #3: Solving The Construction Indicators Puzzle

Macroeconomics

<ul>
<li>While most central banks worldwide are on-hold currently, on average, rate cuts are preferred over rate hikes </li>
<li>The easing proportion of EM central banks is greater than that of DM central banks at this time</li>
<li>The majority of central banks globally are typically inclined toward the policy rate preferences of the Fed and BoE on balance </li>
</ul>


While most central banks worldwide are on-hold currently, on average, rate cuts are preferred over rate hikes 
The easing proportion of EM central banks is greater than that of DM central banks at this time
The majority of central banks globally are typically inclined toward the policy rate preferences of the Fed and BoE on balance 


Central Banks Globally: Cut, Hike or Pause?