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

Neutral Rates Are Shifting Sands
Central banks provide vague and evolving estimates of neutral rates that are unreliable guides to policy decisions, although these estimates inform the perceived terminal rate.Resilient labour markets and persistent unit …

BoE Activist Joins 50bp Dissent
The BoE’s 25bp rate cut came with a shockingly dovish vote split as the former hawkish dissenter proved to be an activist in backing an immediate 50bp reduction.Bank inflation forecasts …

US vs EU Part 2: Tax War
Even though Donald Trump has held fire for now in the case of Canada and Mexico, the threat of tariffs on America’s allies suggests that the tax war he launched, …
Reliable forecasts and indicators
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Inflation forecasts across Europe (22 countries)
Continual updates for data releases and news
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Forecast evolution data
Underlying inflation measures for all countries
Indicator series crucial to numerous models

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