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Analyst views (hawkish to dovish) (2/4)

BOE
Nomura"No need to adjust the weekly run rate at this juncture". Base case sees "current pace until the autumn at which point it should be able to slow the weekly pace by around half".
UBS"Do not expect any significant change in the MPC's tone." Expect tapering in August to GBP2.75bln/week with purchases completed in December before MPC is on hold.
UniCreditExpect a unanimous vote for rates and the stock of QE.
Societe Generale"There have been major developments, the Budget and the bond sell-off, but they are not likely to prompt a policy change at this meeting." Expect unanimous on hold vote.
Investec"Too early for the Bank to be considering to withdraw any stimulus at this point." Expect the first hike late-2023.
BNPDon't expect change to forward guidance or sound overly concerned by recent FI moves, but do expect emphasis that "there is a way to go" before tightening is considered.
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