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November 29, 2024

Continuum Economics Calendar December 2024
Paying Article

November 29, 2024 9:51 AM UTC

Data and Events Calendar December 2024.

November 21, 2024

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Trump International: DM Countries
Paying Article

November 21, 2024 7:06 AM UTC

Much uncertainty still exists on policy but in 2025 the EU will likely be under pressure from targeted new tariffs by the Trump administration, while also being asked to spend more on defense spending.  Purchasing extra LNG and military hardware from the U.S. is one way towards a potential trade de

November 05, 2024

RBA Review: Waiting to ease
Freemium Article

November 5, 2024 6:10 AM UTC

The RBA meeting on November 5th kept rates on hold 

October 24, 2024

Continuum Economics Calendar November 2024
Paying Article

October 24, 2024 4:16 PM UTC

Data and Events Calendar November 2024.

September 27, 2024

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September Outlook: Rate Cuts But How Far?
Paying Article

September 27, 2024 7:44 AM UTC

The 15 chapters of our September Outlook have now been published.  See the headlines and weblinks enclosed for links to the articles on economic, policy and markets for the 23 countries that we cover.

September 25, 2024

Continuum Economics Calendar October 2024
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September 25, 2024 1:45 PM UTC

Data and Events Calendar October 2024.

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Asia/Pacific (ex-China/Japan) Outlook: Shifting Gears for Growth
Paying Article

September 25, 2024 7:57 AM UTC

Emerging Asian economies are poised to remain the fastest growing globally. India and Southeast Asia will drive regional resilience amid China’s cooling growth engine in 2025. For India, while the external environment remains challenging due to weaker global demand and geopolitical tensions, domes

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Outlook Overview: Rate Cuts But How Far?
Paying Article

September 25, 2024 7:30 AM UTC

·        The U.S. economy is slowing, with the critical question being whether this is a soft or harder landing.  Our broad analysis leaves us inclined to the soft landing view into 2025, though we shall watch real sector data closely over the next 3-6 months to check the trajectory.  Else

September 24, 2024

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RBA Review: Waiting to ease
Paying Article

September 24, 2024 5:12 AM UTC

The RBA meeting on September 24th kept rates on hold 

September 15, 2024

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Sep 27 Outlook Webinar: Rate Cuts But How Far?
Paying Article

September 15, 2024 10:30 AM UTC

    Uncertainty about whether the U.S. economy will have a soft or hard landing is growing as the market approaches Q4.  This is shaping the debate regarding the scale of easing through the remainder of 2024 and 2025 by the Fed.  European easing is underway, but how much further will central ba

August 27, 2024

Continuum Economics Calendar September 2024
Freemium Article

August 27, 2024 1:02 PM UTC

Data and Events Calendar September 2024.

August 06, 2024

RBA Review: No surprise
Paying Article

August 6, 2024 5:21 AM UTC

The RBA meeting on August 6th kept rates on hold 

August 05, 2024

RBA Preview: Should have no surprise
Paying Article

August 5, 2024 7:58 AM UTC

The RBA meeting on August 6th should keep rates on hold as the inflation picture is hotter but does not see more upward momentum

July 24, 2024

Continuum Economics Calendar August 2024
Freemium Article

July 24, 2024 9:15 AM UTC

Data and Events Calendar August 2024.

July 23, 2024

The Aussie Chapter 5: Kiwi, a tale of two cities
Freemium Article

July 23, 2024 12:00 AM UTC

In "The Aussie", we will look into the "well-known "correlation among the Aussie and well-known benchmark to give our readers a closer look towards factors that have been affecting the movement of the Australian Dollar. In Chapter 4, we will look into the performance of the Aussie relative to the Ki

July 02, 2024

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Webinar Recording June Outlook: Cyclical and Structural Forces
Paying Article

July 2, 2024 7:30 AM UTC

June 26, 2024

Continuum Economics Calendar July 2024
Paying Article

June 26, 2024 10:52 AM UTC

Data and Events Calendar July 2024.

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June Outlook: Cyclical and Structural Forces
Paying Article

June 26, 2024 7:58 AM UTC

The 15 chapters of our June Outlook have now been published.  See the headlines and weblinks enclosed for links to the articles on economic, policy and markets for the 23 countries that we cover

June 25, 2024

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Outlook Overview: Cyclical and Structural Forces
Paying Article

June 25, 2024 10:15 AM UTC

•    The global economy is showing signs of healing, as inflation comes back towards targets and growth recovers momentum in some economies. Nevertheless, the cyclical headwind of lagged monetary tightening remains in DM countries, and will likely be one of the forces slowing the U.S. economy

June 21, 2024

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Asia/Pacific (ex-China/Japan) Outlook: Growth Momentum but Delayed Rate Cuts
Paying Article

June 21, 2024 9:45 AM UTC

•    Economic activity in emerging Asian economies is forecast to remain strong. Despite several challenges, including a tight oil market, constrained liquidity conditions, and delayed rate cuts, the region's economic activity is expected to show resilience. Other potential obstacles include u

June 18, 2024

RBA Review: Recognized slower inflation moderation
Paying Article

June 18, 2024 5:06 AM UTC

The RBA meeting on June 18th has kept rates on hold and see the moderation of inflation slower than expected

May 28, 2024

Continuum Economics Calendar June 2024
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May 28, 2024 11:13 AM UTC

Data and Events Calendar June 2024.

May 21, 2024

The Aussie Chapter 4: Chinese Proxy
Paying Article

May 21, 2024 12:00 AM UTC

In "The Aussie", we will look into the "well-known "correlation among the Aussie and well-known benchmark to give our readers a closer look towards factors that have been affecting the movement of the Australian Dollar. In Chapter 4, we will look into the performance of the Aussie relative to the Ch

May 14, 2024

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The Aussie Chapter 3: Risk
Paying Article

May 14, 2024 12:00 AM UTC

In "The Aussie", we will look into the "well-known "correlation among the Aussie and well-known benchmark to give our readers a closer look towards factors that have been affecting the movement of the Australian Dollar. In Chapter 3, we will look into the performance of the Aussie against major equi

May 07, 2024

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RBA Review: Change in wordings, no change in heart
Paying Article

May 7, 2024 6:11 AM UTC

The RBA meeting on May 7th has kept rates on hold and see a change wordings in forward guidance but not the meaning.

April 03, 2024

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March Outlook: Europe in Focus, Then Elections Around the World
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April 3, 2024 9:00 AM UTC

March 27, 2024

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March Outlook: Europe in Focus, Then Elections Around the World
Paying Article

March 27, 2024 9:00 AM UTC

March 25, 2024

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Outlook Overview: Europe in Focus, Then Elections Around the World
Paying Article

March 25, 2024 11:15 AM UTC

March 22, 2024

Continuum Economics Calendar April 2024
Paying Article

March 22, 2024 4:19 PM UTC

Data and Events Calendar April2024.

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Asia/Pacific (ex-China/Japan) Outlook: Election Spending to Drive Growth
Paying Article

March 22, 2024 12:18 PM UTC

·       In 2024, growth trends across emerging Asia will exhibit a mixed pattern. Encouragingly, there will be a resurgence in demand for global electronics following a period of stagnation in 2022‑23, which will provide a boost to regional trade. Moreover, the initiation of monetary policy

March 19, 2024

RBA Review: Rate as expected but forward guidance changed
Paying Article

March 19, 2024 6:31 AM UTC

The RBA meeting on Mar 19th has kept rates on hold but see a change in forward guidance, which seems to be preparing for a potential shift in monetary policy if data approves.

March 18, 2024

RBA Preview: Copy and Paste
Paying Article

March 18, 2024 3:35 AM UTC

The RBA meeting on Mar 19th will keep rates on hold as the latest monthly CPI meets estimate but remain above the RBA's inflation target range. The RBA would continue to suggest data dependency be their guide in coming rate decision. We believe there will be no change in forward guidance as CPI is r

March 11, 2024

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The Aussie Chapter 2: Commodities
Paying Article

March 11, 2024 12:00 AM UTC

In "The Aussie", we will look into the "well-known "correlation among the Aussie and well-known benchmark to give our readers a closer look towards factors that have been affecting the movement of the Australian Dollar. In Chapter 2, we will look into the performance of the Aussie against commoditie

February 26, 2024

Continuum Economics Calendar March 2024
Paying Article

February 26, 2024 11:23 AM UTC

Data and Events Calendar March 2024.

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The Aussie Chapter 1: Interest Rate and Yields
Paying Article

February 26, 2024 4:27 AM UTC

The Australian Dollar ,"Aussie", has been referred as the commodity currency, risk currency, proxy Yuan by market participants who see correlation between the corresponding benchmark and the Aussie. While they all have sounded reasons to support their perspective, the level of correlation seems to b

February 06, 2024

RBA Review: Holding as per forecast
Paying Article

February 6, 2024 5:59 AM UTC

The RBA meeting on Feb 6th kept rates on hold at 4.35% as per our forecast. The RBA also left doors open for further tightening and continue to suggest data dependency to lead the future path. 

February 05, 2024

RBA Preview: A Data Dependent Hold
Paying Article

February 5, 2024 8:25 AM UTC

The RBA meeting on Feb 6th will keep rates on hold as Q4 CPI continue to moderate after a brief spike in Q3. The RBA would suggest data dependency to be their guide in coming rate decision. We believe there will be no change in forward guidance as CPI is still far from RBA's target range. 

January 30, 2024

Continuum Economics Calendar February 2024
Paying Article

January 30, 2024 9:35 AM UTC

Data and Events Calendar February 2024.

January 11, 2024

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Webinar Recording December Outlook: Rate Cuts Into 2024
Paying Article

January 11, 2024 8:22 AM UTC

January 08, 2024

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Charting our Views December Outlook
Freemium Article

January 8, 2024 9:05 AM UTC

January 02, 2024

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December Outlook: Rate Cuts Into 2024
Paying Article

January 2, 2024 9:53 AM UTC

December 19, 2023

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December Outlook: Rate Cuts Into 2024
Paying Article

December 19, 2023 3:15 PM UTC

December 18, 2023

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Outlook Overview: Rate Cuts Into 2024
Paying Article

December 18, 2023 3:42 PM UTC

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Asia/Pacific (ex-China/Japan) Outlook: Going Big, Going Strong
Paying Article

December 18, 2023 10:05 AM UTC

·       Following a stellar performance in 2023, the momentum of economic activity in emerging Asian economies is anticipated to remain broadly stable, albeit lose some sheen in the subsequent quarters. The economic activity levels should be sustained despite a tight oil market and a potentia

December 15, 2023

RBA: Late to the 2024 Rate Cut Party
Paying Article

December 15, 2023 3:30 PM UTC

We see the RBA staying on holding in H1 2024, even if the Fed and other central banks cut interest rates.  The Australian inflation picture means that the RBA has to stay higher for longer.  However, with CPI eventually falling further, we do see the 1st 25bps cut from the RBA in Q3 2024. 

December 08, 2023

This week's five highlights
Paying Article

December 8, 2023 10:34 AM UTC

U.S. November NFP Likely firmer due to returning strikers
USD/JPY Slumped on Ueda's Speech
Bank of Canada Tightening Bias Persists but is Reduced
USD/CAD Slipping on Weak Oil
RBA Continue to be data dependent
We expect a 200k increase in November's non-farm payroll, stronger than October's 150k though ex

December 05, 2023

RBA Review: Continue to be data dependent
Paying Article

December 5, 2023 7:21 AM UTC

RBA keep rates on hold at 4.35%

November 22, 2023

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Continuum Economics Calendar December 2023
Paying Article

November 22, 2023 12:14 PM UTC

Data and Events Calendar December 2023.

September 27, 2023

Asia/Pacific (ex-China/Japan) Outlook: Public Spending to be Catalyst
Paying Article

September 27, 2023 2:11 PM UTC

Forecast changes: Strong H1-2023 performance and cooling price pressures have prompted changes to our growth and monetary policy forecasts. Both India and Indonesia’s 2023 GDP growth forecast have been revised upward, and we now expect a rate cut in early 2024. 

August 07, 2023

Navigating the Path to Peace: Saudi Talks on Ukraine-Russia Conflict
Paying Article

August 7, 2023 10:59 AM UTC

The ongoing conflict between Ukraine and Russia has been a global concern, with efforts continuously being made to find a peaceful resolution. In a recent development, Saudi Arabia hosted a summit in Jeddah last week that brought together top officials from around 40 countries, including key players