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Specialised in inflation and monetary policy themes
Forecasting the UK and Euro area economies
Global geopolitical analysis

PMI Spring Vibe Shifts
A resurgence in the US and UK services PMIs seems inconsistent with renewed dovish pricing that assumes activity weakness. Vibes may be throwing surveys beyond reality.Labour demand growth seems to …

UK: Tight Jobs Market Persists Into 2025
Unemployment remained at 4.4% in January amid rapid employment growth. Recent data suggest that the unemployment rate will likely decline over the next few months.Regular wage growth adhered to its …

BoE Dove Beaten Into Submission
The BoE unsurprisingly held its policy rate at 4.5% in March, preserving its gradual easing path after resilient recent data. Only one MPC member dissented for a 25bp cut.Catherine Mann …
Reliable forecasts and indicators
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Inflation forecasts across Europe (22 countries)
Continual updates for data releases and news
Full detail and aggregates to aid interpretation
Forecast evolution data
Underlying inflation measures for all countries
Indicator series crucial to numerous models

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