You receive too much noisy information
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- Some analysts make things worse.
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Expert insights
Specialised in inflation and monetary policy themes
Forecasting the UK and Euro area economies
Global geopolitical analysis
UK Budget: Where’s The Plan?
Markets should not have been as surprised as they were by what Chancellor Rachel Reeves said in her budget speech. But they are right to be nervous about the absence …
HEM: De-risking For Election
Geopolitical risks urge caution after recent market movesUnemployment trends suggest monetary policy isn’t tightLabour cost rises remain above target-consistent levelsWe see 25bp cuts at the next ECB, BoE and Fed …
UK Intensifies Tax, Spend, Borrow, Hope
The new Labour government announced a substantial increase in the size of the state, with taxes, spending, and borrowing all up and crowding out the private sector.New fiscal rules 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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