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

China Property - The Latest Signals In The Housing Markets: August 2023

China Is Adding to World Liquidity, But At A Cost…

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

China Housing - Demand-Supply Fundamentals Part #1: The "Modern Housing" Argument

Macroeconomics

<ul>
<li>While it is desirable to gain more insights on China, it is also crucial to view it through a differentiated lens</li>
<li>This is partly because of the country’s multifaceted policy environment and its complex relationship to overall economic activity</li>
<li>My approach is to harness the proprietary China Credit Impulse Measure (CIM) to extract statistical relationships and unearth macro clues</li>
</ul>


While it is desirable to gain more insights on China, it is also crucial to view it through a differentiated lens
This is partly because of the country’s multifaceted policy environment and its complex relationship to overall economic activity
My approach is to harness the proprietary China Credit Impulse Measure (CIM) to extract statistical relationships and unearth macro clues


Taking a Stab at Monitoring the Macro Pulse of China