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

Growth Broadly Back In The Black
PMI recoveries extended in June, taking averages above 50 as manufacturing is its strongest since Sep-22, and services almost align with its averages of recent years.The UK survey balances suffered …

BoE Still Seeking Evidence
Guidance around an unsurprisingly unchanged BoE rate preserved the necessary uncertainty about when it might ease again, albeit with a broad bias to do more later.Dave Ramsden joined the dovish …

UK Course-Corrected CPI Stays High
UK inflation unsurprisingly slowed in May as a correction to vehicle excise duty knocked 0.1pp from the rate, reversing all the upside to our above-consensus April forecast.Services inflation aligns with …
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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