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Specialised in inflation and monetary policy themes
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Global geopolitical analysis

UK mortgage approvals 45.35k in Aug-23
- UK mortgage approvals in August 2023 hit their lowest level since February 2023, representing a significant decline from the previous month.- Consumer credit stood at 1.19 billion pounds in …

UK Lloyds business confidence balance 36.0 in Sep-23
- The UK Lloyds business confidence balance in September 2023 decreased to 36.0, marking the lowest level since July 2023. However, it remains 9.08 points above the one-year average and …

EA Slowdown Exaggerated in Summers
PMIs place the Euro area as the global epicentre of current weakness, which is as bad as last year. Similarity may not be a coincidence: the trough may be imminent.2020’s …
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Inflation forecasts across Europe (22 countries)
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Indicator series crucial to numerous models

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