MNI: UK NOV FINAL MANUF PMI 48.0 (FLASH 48.6); OCT 49.9

MNI: EUROZONE NOV FINAL MANUF PMI 45.2 (FLASH 45.2); OCT 46.0

MNI: GERMANY NOV FINAL MANUF PMI 43.0 (FLASH 43.2); OCT 43.0

MNI: PBOC Net Drains CNY216 Bln via OMO Monday

MNI: PBOC Sets Yuan Parity Lower At 7.1865 Mon; -1.50% Y/Y

MNI: China CFETS Yuan Index Up 0.01% In Week of Nov 29

MNI: EUROZONE OCT UNEMPLOYMENT RATE 6.3%

MNI: FRANCE NOV FINAL MANUF PMI 43.1 (FLASH 43.2); OCT 44.5

MNI: ITALY NOV MANUF PMI 44.5 (FCST 46.0); OCT 46.9

AUSTRALIA: 2025 Election Outcome Looking More Uncertain According To Newspoll

MNI EXCLUSIVE: German Turmoil Dashes EU's Joint-Funding Hopes -Officials

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Analyst Views: Hawkish to Dovish (2/5)

BOE
BNP50bp hike in Aug22 with 25bp hikes in Sep22, Nov22 and Dec22 to terminal 2.50%. If Truss is PM and substantially eases fiscal pol, hikes in 2023. Expect guidance repeated.
RBC50bp Aug22 hike; Bailey's speech "as close as MPC language can to explicitly signalling a 50bp increase." Further 25bp hikes in Sep22, Nov22, Dec22 to 2.50%."
Daiwa50bp Aug22 hike "with signals of further monetary tightening ahead too (possibly of a similar magnitude)." Further 25bp Sep22, Nov22, Dec22 to 2.50%; cut to 2.00% in 2024.
JP Morgan50bp Aug22 hike with 7-2 vote with 25bp dissents. 25bp hike in Sep22 conditional on BoE downgrading guidance, otherwise 50bp. Slow to 25bp pace from Nov22 (or slower).
Bank of America50bp hike with 7-2 vote with 25bp dissents. Further 25bp hikes in Sep22, Nov22, Feb23 and May23. GBP5bln/month active gilt sales from Oct22 confirmed in Sep22.
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