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
Labour’s Collapsing Credibility
Labour failed to campaign on a platform up to the UK’s structural problems, depriving it of the support to deliver change in its first year. Reform UK now lead most …
Inconsistently Dovish Pricing
Dovish market fears from April have unwound for the Fed, yet deepened for the BoE, despite broadly resilient data and cautious guidance from policymakers reluctant to cut.Equity prices have relied …
HEM: Rolling Resilience
Activity remains resilient, and labour markets are tightUnderlying price and wage inflation mostly track >2%Doves assume this regime breaks, but it isn’t happeningCuts can keep rolling later and may never …
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
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