MNI BRIEF: China To Boost Consumer Spending, New Industries

MNI BRIEF: China Enhances Fiscal Response To Boost Economy

MNI BRIEF: China To Promote Migrates' Rights, Reform Hukou System

MNI: PBOC Net Injects CNY57 Bln Via OMO Fri; Rates Unchanged

MNI: PBOC Sets Yuan Parity Higher At 7.1315 Fri; -0.52% Y/Y

CHINA PBOC CONDUCTS CNY59 BILLION VIA 7-DAY REVERSE REPOS FRI

Asia Sovs Steady, Philippines BoP Swings To Deficit

Japan Jun Core CPI +2.6% Y/Y; Energy Price Up

MNI BRIEF: Japan June Core CPI Rises 2.6% Vs. May +2.5%

RPT-MNI: Canada Sticks To Fiscal Anchors, Spends Chunk Of Windfall

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Analyst Views

BOE
  • In case you missed it over the weekend, we published our BOE Review, which included an overview of over 20 sellside views.
  • 67% of analysts (14/21) expect the 4.25% rate to be the terminal rate – albeit a number of these see the May decision as data-dependant and finely balanced and note that the bar to a further 25bp hike is low.
  • JP Morgan and Rabobank both look for two further 25bp hikes in their base case to a terminal rate of 4.75%.
  • Barclays, Danske Bank and TD Securities have joined Credit Suisse and Société Générale in looking for a final 25bp hike in May.
  • Berenberg and UBS both still expect cuts to begin in Q4-23 – all other analysts forecast no cuts before 2024, at the earliest.
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