November 01, 2021
HEM: under pressure
- Energy prices are extending the inflationary excess
- Real incomes and growth are being squeezed
- Policymakers should resist making it much worse
- The BoE is pressuring itself to ward off elusive risks
- The ECB dismisses pricing that’s not close to its view
October 04, 2021
HEM: squeezed into the fall
- Capacity constraints are binding worse than feared
- Inflation’s peak is squeezing even longer and higher
- Tighter policy would worsen disappointing demand
- The BoE’s tough talk should stay just words
- ECB tapering should not fall off a cliff with PEPP
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