Continuum Economics
@ContinuumDaily
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Independent Macroeconomic, Policy and Financial Markets research firm. Visit: https://t.co/zy8zOadFgr
London, New York, Singapore
Joined October 2009
🇺🇸 | We expect gains of 0.3% in both December overall and ex food and energy CPI, with the gains being close to 0.3% even before rounding. https://t.co/oT1BNih4CV
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🇩🇪 | Germany’s disinflation process resumed with a bang as December saw a larger-than-expected fall in both headline and core inflation. https://t.co/EEXcljMCf1
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ICYMI — the Terminal-Bench creators just laid out what actually matters for agent evaluation. Terminals > GUIs Containers for real rollouts TB 2.0 = harder tasks + deeper verification
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🇺🇸 | U.S. Treasury Secretary Bessent over the Christmas period suggested that the Fed should shift to targeting an inflation range and drop the quarterly dots. https://t.co/jv3S8bsSLi
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🌍| Our December Outlook is now published. You can check out all our economic and policy chapters via the link below. https://t.co/K29KQ2BO7W
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📢 Join us! Our #GlobalOutlook web conference is just a few hours away, covering our forecasts for the 2026-2027 global policy landscape, Fed personnel changes, and the impact of Trump's tariffs. Don't miss it! 🌍 https://t.co/dw5L7TUe4F
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🇺🇸 | Overall, we see consumption growth prospects as being modest for 2026, as low to middle income households still struggle with the cost of living crisis. https://t.co/4s4KMiJyyX
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🇺🇸 | Q3 GDP came in better than expected due to a big net export contribution to growth. Gross domestic purchases at 2.7% were more in line with expectations, with mixed performance in key expenditure sectors. https://t.co/nW6hhxnW0x
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📢 Join us! Our #GlobalOutlook web conference is just a week away, covering our forecasts for the 2026-2027 global policy landscape, Fed personnel changes, and the impact of Trump's tariffs. Don't miss it! 🌍 https://t.co/dw5L7TUe4F
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🇷🇺 | With Russia maintaining its long-held demands in Ukraine and negotiations intensifying around President Trump’s latest peace proposal, our baseline view is that this framework will serve as the primary catalyst for a settlement. https://t.co/U0c1KbLCBT
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🇷🇺 | After edging down to 6.6% in November, we expect Russian inflation to continue its decreasing pattern in December owing to lagged impacts of previous aggressive monetary tightening and relative resilience of RUB. https://t.co/gh5Jnsd0cj
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📢 Join us! Our #GlobalOutlook web conference is just a few weeks away, covering our forecasts for the 2026-2027 global policy landscape, Fed personnel changes, and the impact of Trump's tariffs. Don't miss it! 🌍 https://t.co/dw5L7TUe4F
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🇲🇽 | Banxico cut by 25bps to 7.0% as expected with a downward revision to 0.3% for 2025 GDP growth. https://t.co/WFYYOX8L13
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🇺🇸 | The U.S. equity market is underpinned by the bullish AI/tech story and a soft economic landing into 2026. However, overvaluation is clear and this leaves the market vulnerable to a 5-10% correction on moderate bad news e.g. economic data. https://t.co/EXvRShGfcO
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🎄✨Merry Christmas from everyone at Continuum Economics! 🎅🎁
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🇺🇸 | November’s CPI is significantly lower than expected, at 2.7% yr/yr, 2.6% ex food and energy, compared with 3.0% for both series in September (October data will not be released). https://t.co/7grRqlzZMR
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🇺🇸 | US GDP growth is likely to look solid in Q3 2025 supported by resilient consumer spending, but with slowing employment growth and resilient inflation weighing on real disposable income that will be difficult to sustain. https://t.co/mj98SCOraF
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🇧🇷 | BCB remain focused on getting inflation converging towards the centre of the inflation target range at 3% looking at the December statement. https://t.co/000tvvVRq4
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🇬🇧 | Adding to the array of weak activity updates of late, there are increasing signs that the labor market is haemorrhaging jobs more clearly and broadly with fresh and deeper falls in the more authoritative measure of jobs covering payrolls. https://t.co/3x9j3kPRCg
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📢 Join us! Our #GlobalOutlook web conference is just a few weeks away, covering our forecasts for the 2026-2027 global policy landscape, Fed personnel changes, and the impact of Trump's tariffs. Don't miss it! 🌍 https://t.co/dw5L7TUe4F
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🇬🇧 | A clear downside surprise adds to the wealth of data suggesting a reining of price and cost pressures. https://t.co/IOX8iJb0l7
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