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Expert insights
Specialised in inflation and monetary policy themes
Forecasting the UK and Euro area economies
Global geopolitical analysis
BoE Doves Frame Cut For February
The BoE matched widespread expectations again by holding the Bank rate at 4.75%, although the three dissenters exceeded the two we expected (consensus was for one).Surprisingly high wage growth is …
UK Inflation Extends Broad Rebound
UK inflation matched expectations by increasing to its highest headline pace since March, although this doubled the BoE’s forecast error to 0.2pp (0.1pp in services).Only one division contributed much less …
UK Wages Torch Dovish Feathers
UK unemployment stopped rising in October, with the 4.3% rate close to the average of the past 18 months. The underlying trend is only for a slight weakening after strength.Employment …
Reliable forecasts and indicators
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Full detail and aggregates to aid interpretation
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Underlying inflation measures for all countries
Indicator series crucial to numerous models
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