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Expert insights
Specialised in inflation and monetary policy themes
Forecasting the UK and Euro area economies
Global geopolitical analysis
UK Revisions Raise Inflationary Pressure
Updated UK population estimates and projections drove a 402k upward revision to the employment level while unemployment was broadly unchanged.With output and wages unaffected, productivity was weakened into a slight …
HEM: Shrinking Euro Doves
Europe’s underperformance is over-pricedLabour cost rises remain above target-consistent levelsActivity trends signal monetary policy as nearly neutralWe see the BoE on hold while the ECB and Fed cut 25bpCuts remain …
Green Bubble Deflating
Donald Trump’s re-election breaks global momentum in green policies. The COP29 flop demonstrated the green bubble’s deflation amid a return of much-needed pragmatism.The EU and UK face competitive pressure to …
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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