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Why MNI
MNI is the leading provider
of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.
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Get the latest on Central Bank Policy and FX & FI Markets to help inform both your strategic and tactical decision-making.
Free AccessAnalyst Views - Hawkish to Dovish (1/4)
Nomura | 15bp hike Dec21, then 25bp hikes in Feb22, May22, H2-22. BOE inf fcast "close enough to target" to support 1% rate by end-22. Downside risks to fcast of 50bp of hikes in 2023. |
Société Générale | Official & survey evidence of labour mkt strength "available in abundance" prompt 15bp Dec21 hike. 25bp hikes in Feb22, May22, Aug22 (but downside risks of final hike to 1.0%) |
Morgan Stanley | See the Nov pause to allow for winding up of current QE prgramme and to wait for more labour market data. See 15bp Dec21 and 25bp Feb22 hikes to trigger QT from Feb22. |
Barclays | Will be "enough post-furlough labour market data" for a 15bp Dec21 hike. Continue to expect 25bp hikes in Feb22 and May22 but "the bank could hike less or more gradually." |
RBC | Continue to expect first hike Dec21 but the "key question" is whether Bank Rate gets to 0.50% by Feb22 to trigger QT. |
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Why MNI
MNI is the leading provider
of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.