James Smith
smitheconomics.bsky.social
James Smith
@smitheconomics.bsky.social
UK economist at ING
Tomorrow’s UK inflation data looks highly unpredictable. But the story on services inflation is getting better and should continue to improve into the summer, enabling the BoE to cut rates further (though maybe not faster) than markets expect think.ing.com/articles/why...
Why the Bank of England can relax about inflation
UK services inflation should come lower by the summer
think.ing.com
May 20, 2025 at 8:28 AM
Which central bank needs to cut rates the most? Our dashboard has some of the answers, all part of this week’s ING THINK Ahead newsletter think.ing.com/articles/thi...
August 23, 2024 at 2:49 PM
My first post here and it’s our macro week ahead, featuring highly tenuous connections between Taylor Swift and central banks… think.ing.com/articles/thi...
THINK Ahead: When the facts change, I shake it off
Taylor Swift and central banks - a very tenuous connection
think.ing.com
August 17, 2024 at 7:59 AM