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INSIGHT PROVIDER
Rising
Thomas Lam
Independent Economist, Forecaster and Strategist
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Location:
Singapore
Joined:
24 August 2023
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bullish
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Macroeconomics
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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...
Thomas Lam
176 Views
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bearish
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Macroeconomics
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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...
Thomas Lam
1.1k Views
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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
401 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
217 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
282 Views
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