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Expert insights
Specialised in inflation and monetary policy themes
Forecasting the UK and Euro area economies
Global geopolitical analysis
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 …
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 …
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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