RBA Preview: Favors CPI in Mid Range, No Imminent Cut

March 31, 2025 2:00 AM UTC

The RBA meeting on April 1st will keep rates at 4.1% and indicates no imminent cut

Continuum Economics Calendar April 2025

March 28, 2025 11:41 AM UTC

Data and Events Calendar April 2025.

March Outlook: Navigating the Turbulence

March 27, 2025 10:30 AM UTC

All chapters of the March Outlook are now available and simply click the link below. 

Outlook Overview: Navigating the Turbulence

March 26, 2025 9:30 AM UTC

·       More tariffs will arrive from the U.S. from April with product (car, pharma, semiconductors and lumber) and reciprocal tariffs. President Trump has a 3-part approach to tariffs to raise (tax) revenue; bring production back to the U.S. and get fairer trade deals.  This means some of t

Asia/Pacific (ex-China/Japan) Outlook: Resilience Through Realignment

March 25, 2025 10:44 AM UTC

·       In 2025, growth across emerging Asia will remain steady but uneven, with investment-driven economies such as India and Malaysia outperforming on the back of infrastructure and industrial policy momentum. While global demand is set to recover modestly, geopolitical friction and tariff

Continuum Economics Calendar March 2025

February 27, 2025 9:52 AM UTC

Data and Events Calendar March 2025.

RBA Review: It has begun

February 18, 2025 4:47 AM UTC

The RBA meeting on February 18th cut rates on by 25bps to 4.1% and suggest data dependency going forward

RBA Preview: Signaling Earlier Cut

February 17, 2025 2:53 AM UTC

The RBA meeting on February 18th will keep rates on hold at 4.35% and signal a cut in April

The Aussie Chapter 5.2: Another tale of two cities

February 3, 2025 5:25 AM UTC

In Chapter 5.2, we will continue to look into the dynamic between the Aussie and Kiwi after central bank policy part ways and what to expect when RBA tilts towards easing.

Continuum Economics Calendar February 2025

January 29, 2025 4:50 PM UTC

Data and Events Calendar February 2025.

December Outlook: The Trump Effect- Tariffs, Fiscal Shifts and Geopolitics

December 30, 2024 8:05 AM UTC

All chapters of the December Outlook are now available and simply click the link below. 

December Outlook Webinar on Jan 7: The Trump Effect- Tariffs, Fiscal Shifts and Geopolitics

December 24, 2024 8:30 AM UTC

    The U.S. economy’s momentum remains reasonable before the impact of President-elect Trump’s policies in 2025 and 2026.  While high uncertainty exists on the scale and timing of policy, the strategic bias is clear – sizeable tax cuts that will boost the budget deficit; tariffs (threats

Continuum Economics Calendar January 2025

December 20, 2024 2:33 PM UTC

Data and Events Calendar January 2025.

December Outlook: The Trump Effect- Tariffs, Fiscal Shifts and Geopolitics

December 20, 2024 12:15 PM UTC

All chapters of the December Outlook are now available and simply click the link below. 

Asia/Pacific (ex-China/Japan) Outlook: Trump Tariffs, China +1 and Growth

December 19, 2024 10:57 AM UTC

Emerging Asian economies are projected to lead global growth in 2025, with India and Southeast Asia at the forefront. These regions will anchor resilience in Asia, even as China's economic growth remains moderate.  
Inflation trajectories will vary across Asia, with India experiencing sticky prices

Outlook Overview: The Trump Effect- Tariffs, Fiscal Shifts and Geopolitics

December 19, 2024 9:25 AM UTC

·        The U.S. economy momentum remains reasonable before President elect Trump’s policies impact in 2025 and 2026.  While high uncertainty exists on the scale and timing of policies, the strategic bias is clear – sizeable tax cuts that will boost the budget deficit; tariffs (threats

Jan 7 Outlook Webinar: The Trump Effect- Tariffs, Fiscal Shifts and Geopolitics

December 18, 2024 1:23 PM UTC

    The U.S. economy’s momentum remains reasonable before the impact of President-elect Trump’s policies in 2025 and 2026.  While high uncertainty exists on the scale and timing of policy, the strategic bias is clear – sizeable tax cuts that will boost the budget deficit; tariffs (threats

RBA Review: Closer, but not yet

December 10, 2024 5:16 AM UTC

The RBA meeting on December 10th kept rates on hold at 4.35%

Continuum Economics Calendar December 2024

November 29, 2024 9:51 AM UTC

Data and Events Calendar December 2024.

Trump International: DM Countries

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

RBA Review: Waiting to ease

November 5, 2024 6:10 AM UTC

The RBA meeting on November 5th kept rates on hold 

Continuum Economics Calendar November 2024

October 24, 2024 4:16 PM UTC

Data and Events Calendar November 2024.

September Outlook: Rate Cuts But How Far?

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.

Continuum Economics Calendar October 2024

September 25, 2024 1:45 PM UTC

Data and Events Calendar October 2024.

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

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

Outlook Overview: Rate Cuts But How Far?

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

RBA Review: Waiting to ease

September 24, 2024 5:12 AM UTC

The RBA meeting on September 24th kept rates on hold 

Sep 27 Outlook Webinar: Rate Cuts But How Far?

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

Continuum Economics Calendar September 2024

August 27, 2024 1:02 PM UTC

Data and Events Calendar September 2024.

RBA Review: No surprise

August 6, 2024 5:21 AM UTC

The RBA meeting on August 6th kept rates on hold 

RBA Preview: Should have no surprise

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

Continuum Economics Calendar August 2024

July 24, 2024 9:15 AM UTC

Data and Events Calendar August 2024.

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

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

Webinar Recording June Outlook: Cyclical and Structural Forces

July 2, 2024 7:30 AM UTC

Continuum Economics Calendar July 2024

June 26, 2024 10:52 AM UTC

Data and Events Calendar July 2024.

June Outlook: Cyclical and Structural Forces

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

Outlook Overview: Cyclical and Structural Forces

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

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

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

RBA Review: Recognized slower inflation moderation

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

Continuum Economics Calendar June 2024

May 28, 2024 11:13 AM UTC

Data and Events Calendar June 2024.

The Aussie Chapter 4: Chinese Proxy

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

The Aussie Chapter 3: Risk

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

RBA Review: Change in wordings, no change in heart

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.

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

April 3, 2024 9:00 AM UTC

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

March 27, 2024 9:00 AM UTC

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

March 25, 2024 11:15 AM UTC

Continuum Economics Calendar April 2024

March 22, 2024 4:19 PM UTC

Data and Events Calendar April2024.

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

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

RBA Review: Rate as expected but forward guidance changed

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.