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”.

Charting Beyond the Equity Market Headlines

Charting Beyond the Sanguine Stock Market

Will Euro Shrink to Parity to the Dollar on Diverging Macro Economic Conditions?

Monitoring Global Central Bank Actions for Potential Clues

Macroeconomics

<ul>
<li>Available data through October implies that prevailing GDP growth is possibly tracking weaker than the prior quarter</li>
<li>A proxy of household saving propensity seems to be hovering around elevated levels partly because of greater uncertainty</li>
<li>Notwithstanding the recent disinflationary prints, the most persistent category of HICP inflation appears to be sticky at roughly twice the pre-pandemic average level</li>
</ul>


Available data through October implies that prevailing GDP growth is possibly tracking weaker than the prior quarter
A proxy of household saving propensity seems to be hovering around elevated levels partly because of greater uncertainty
Notwithstanding the recent disinflationary prints, the most persistent category of HICP inflation appears to be sticky at roughly twice the pre-pandemic average level


Charting Beyond the Euro Area Headlines