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Analyst views (hawkish to dovish) (1/4)

BOE
NatWest Markets Slowdown in pace of purchases in March to GBP1.26bln per operation. GBP50bln QE in Feb 2022 with risks of GBP50bln in Q321.
Bank of AmericaPotential tapering this week but "fairly agnostic on exact timing". "Hawks are in control" for next few months but "the focus to turn to easing options late this year."
JP Morgan"Positive developments will dominate the other less favorable ones." "Unlikely the MPC will want to push back on the repricing in rates markets." Hike "sometime in early 2023."
Morgan Stanley"Expect little concern about rising yields" with unanimous vote for QE/rates on hold. Look for tapering to around half current pace in August with first hike in 2023 after the Fed.
PantheonNo longer expect QE extension. QE pace unchanged until the summer. Lower mortgage rates mean MPC "will judge that overall financial conditions remain sufficiently loose".
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