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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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Free AccessAnalyst Views: Hawkish to Dovish (2/4)
CS | If rise in unemployment avoided 25bp hikes in Jun22 and Aug22; then a pause and three further hikes in 2023 to 2.25%. Gilt sales to start Q4-22 at around GBP4-5bln/month. |
Berenberg | 25bp hikes (Jun22 and Q3-22) in reaction to "the sharper inflation surge." Two further hikes in 2023 and one in 2024. Active gilt sales to start in Nov22. |
SEB | Hawkish BOE "confirming near term market pricing for another hike in both June and August.” |
Deutsche | 25bp hikes in Jun22, Aug22 and Feb23 but risk of one fewer. Active gilt sales start late Sep22/early Oct22 at earliest. Likely policy easing end 2023 and cut to 1.00% by end-24. |
RBC | 25bp hikes in Jun22 and Aug22. "May be the tipping point where the market emphasis switched from high inflation to the deteriorating growth outlook." |
Barclays | 25bp hikes in Jun22 and Aug22 after material shift in BOE's narrative. Discussion then shifts to cut prospects. Active gilt sales GBP20-25bln/year start no sooner than early-23. |
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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.