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
We filter out the noise for top macro traders
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- Hundreds of portfolio managers, traders, and economists
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Expert insights
Specialised in inflation and monetary policy themes
Forecasting the UK and Euro area economies
Global geopolitical analysis
BoE Surveys Sustain Resilience
The Decision Maker Panel and Credit Conditions Surveys remained resilient. Price and wage inflation are stuck at excessive levels, and US trade policy makes little difference.Default rates are falling while …
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 …
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
Rapid coverage of all economic events
Indicators and forecasts that are accurate, detailed, and always up to date
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