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Expert insights
Specialised in inflation and monetary policy themes
Forecasting the UK and Euro area economies
Global geopolitical analysis
BoE QT: Pruning A Bad Policy
The BoE’s annual Quantitative Tightening announcement in September should see it prune the targeted size, we expect by £20bn to £80bn, concentrated in the long-end.Fewer maturities in the year ahead …
BoE Survey Says Inflation Persists
CFOs are telling the BoE that they plan to keep raising prices by more than 3% in 2026. The BoE should take notice, as this survey’s previous warnings have proven …
Cutting After Pauses
The BoE and Fed rarely resume cutting cycles after a pause, yet the Fed seems set to break its hold with a cut just as the BoE and ECB enter …
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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