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Expert insights
Specialised in inflation and monetary policy themes
Forecasting the UK and Euro area economies
Global geopolitical analysis
UK Wage Wealth is an Inflationary Illusion
Nominal disposable income continues to surge amid widespread enormous pay rises. Unmatched by productivity, the nominal boost is eroded by inflation to real stagnation.The regime of high nominal increases nonetheless …
BoE Hawks Read the Writing on the Wall
The BoE held the Bank rate at 5.25%, with only one dissent for a cut as the two hawks stopped pushing for a hike that was not going to happen, …
UK: Sticky Services Persist in Feb-24
UK CPI inflation slowed 0.1pp further than expected to 3.4% in February amid soft goods prices, but services prices were strong again by only easing to 6.1%.Underlying inflation pressures remain …
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Inflation forecasts across Europe (22 countries)
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Underlying inflation measures for all countries
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