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Expert insights
Specialised in inflation and monetary policy themes
Forecasting the UK and Euro area economies
Global geopolitical analysis
BoE Cut Proves Finely Balanced
Four MPC members refused to back the rate cut in August, and only one favoured a 50bp cut, but he was forced to vote for a 25bp cut to break …
HEM: One-Touch Easing
Payrolls revisions challenge the rolling resilience seen in most other hard data releases, but seem over-weighted.Underlying price and wage inflation mostly track >2%, especially in the UK, which doesn’t need …
UK: Loans Secured Despite Tax Hike
Credit extended its rebound far beyond expectations in June. Reformed stamp duty raises costs and housing tenure, but it hasn’t broken the housing or mortgage markets. Demand for loans looks …
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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