You receive too much noisy information
- It can be easy to miss critical details and the bigger picture
- Some analysts make things worse.
- Even high conviction views can fail when the framework is flimsy
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Expert insights
Specialised in inflation and monetary policy themes
Forecasting the UK and Euro area economies
Global geopolitical analysis
Global Manufacturers Shrug Off Tariffs
Volatile and destructive US trade policy has roiled markets and confidence, but April's flash PMI data suggests the sector isn’t suffering significantly more than before.The average held steady while the …
UK: Price War Dents Spring Inflation
A supermarket price war hit food prices, slowing UK CPI inflation below the headline consensus again. Upside news in clothing was offset by downside in game prices.Repeating 2008’s experience would …
UK: Green Shoots For Unemployment Wilt
Signs that statistical effects might lower the unemployment rate in the Spring have weakened, with stability at 4.4% now more likely amid stagnant underlying trends.Levels remain healthy and redundancies are …
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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Insights on the macro themes driving financial markets
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