You receive too much noisy information
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- Some analysts make things worse.
- Even high conviction views can fail when the framework is flimsy
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Expert insights
Specialised in inflation and monetary policy themes
Forecasting the UK and Euro area economies
Global geopolitical analysis
UK Inflation Flies Hawkish Pressures
Our above-consensus forecast was exceeded by UK inflation flying higher in April amid administered price rises and postponed price increases due to the late Easter in 2025.Airfares still soared 10pp …
Trump Doctrine: All Talk And No Trousers
Despite the frenetic activity in the international arena that we have seen from the US in recent weeks, whether in trade or diplomacy, showmanship continues to trump substance, thereby posing …
UK: Spurious H1 Surge Again
GDP’s resurgence caught the consensus off guard, as it failed to recognise the residual seasonality still skewing activity growth into the first half of the year.The 0.7% q-o-q outcome for …
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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