01 — Services

Macroeconomic forecasting, distilled.

TERMINUS forecasts the variables that determine where capital flows: inflation, unemployment, GDP, central bank decisions, and currency movements. Each call is paired with a confidence interval and a sector tilt aligned to the current cycle position.

Inflation & rates

Headline & core CPI, PCE, breakevens, and yield curve dynamics across G7.

Growth & employment

GDP nowcasts, labor market tightness, and recession-probability models.

Central banks

Reaction-function modeling for the Fed, ECB, BoE, BoJ, and PBoC.

Currencies & sectors

DXY, EUR, JPY positioning. Sector rotation aligned to regime.