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Japan August Inflation Quickened; +2.8% Y/Y

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Analyst Views: Hawkish to Dovish (5/5)

BOE
Pantheon25bp hikes in Aug22 and Sep22, then Bank Rate on hold at 1.75% through end-2023. Forecast for 3-year CPI at market rates "even lower than May's 1.3%."
NatWest Markets25bp hikes in Aug22, Nov22 and Feb23 to 2.00% with risks skewed more to additonal 25bp hikes rather than 50bp hikes. GBP35bln/Y active gilt sales ann Sep22, start Oct22.
Rabobank"Stubbornly" stick to 25bp Aug22 hike. If Truss becomes PM and immediately cuts taxes, pressure on BoE to continue hiking. GBP100bln gilt BS reduction vote at Sep22 meeting.
UniCredit25bp hike in Aug22 but with 3-4 dissenters voting for 50bp. Expect this to be the last hike of the cycle but "risks are now clearly skewed to the upside".
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Pantheon25bp hikes in Aug22 and Sep22, then Bank Rate on hold at 1.75% through end-2023. Forecast for 3-year CPI at market rates "even lower than May's 1.3%."
NatWest Markets25bp hikes in Aug22, Nov22 and Feb23 to 2.00% with risks skewed more to additonal 25bp hikes rather than 50bp hikes. GBP35bln/Y active gilt sales ann Sep22, start Oct22.
Rabobank"Stubbornly" stick to 25bp Aug22 hike. If Truss becomes PM and immediately cuts taxes, pressure on BoE to continue hiking. GBP100bln gilt BS reduction vote at Sep22 meeting.
UniCredit25bp hike in Aug22 but with 3-4 dissenters voting for 50bp. Expect this to be the last hike of the cycle but "risks are now clearly skewed to the upside".