Terry Haines’ Pangaea Policy provides for top investors actionable, authoritative, nonconsensus, and independent predictions, forecasting, and analysis of US and worldwide macro policy and political decisions.

Pangaea provides direct, nonpartisan, "blistering" (Tom Keene, Bloomberg Surveillance) policy/political analyses providing specific odds of action, timing, and impacts, both for the market generally and specific sectors and industries. Pangaea also provides bespoke work for clients.

Pangaea’s work uniquely combines deep subject matter expertise with close understanding of political motivations gained from Terry’s experience in US government and Congress, Wall Street, law firms, and government relations companies and many longstanding relationships with policymakers across Washington and beyond.

Major calls include accurately predicting the 2022 and 2020 US elections, both presidential and congressional - including the nonconsensus but accurate 2022 “no red wave” call; the 2017 tax law, rates and timing, more than a year before it happened; and ending the US oil export ban.

Terry is seen and heard regularly on Bloomberg TV and Radio; CNBC; CGTN, China's world service; and Bloomberg BTV (Canada). Terry is quoted in The Wall Street Journal, The New York Times, The South China Morning Post, the Financial Times, and RealClearMarkets, among others.