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Thomas Lam

Thomas Lam
Independent Economist, Forecaster and Strategist

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Multi-Asset Macroeconomics FX & Rates
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bullishMacroeconomics
13 Feb 2025 13:50

The Hubbub Surrounding January CPI Inflation

My analysis suggests that the recent upside surprises in CPI were primarily driven by the least persistent categories of inflation, not the more...

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bearishMacroeconomics
21 Jan 2025 09:11

The Next Four Years...

Should we ask not what President Trump can do for you, but ask what you can do for him? This piece considers a richer perspective for the next...

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bullishMacroeconomics
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.

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bearishMacroeconomics
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.

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bearishMacroeconomics
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.

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