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AUSSIE 10-YEAR TECHS

(U2) More Stable But Still Fragile

USDCAD TECHS

Trend Structure Remains Bullish

US TSYS

Cautious Risk Appetite Gains Momentum

AUDUSD TECHS

Key Support Still Exposed

US STOCKS

Late Equity Roundup: 2W Highs

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Analyst Views - Hawkish to Dovish (A-Z) (1/5)

BOE
Societe GeneraleIncrease in inflation has heightened urgency to tighten; look for 25bp hikes in each 2022 meeting (May22, Jun22, Aug22, Sep22, Nov22) but "difficult to justify" 2023 hikes.
JP Morgan25bp hike; 8-1 vote (unch dissent). Risk of active QT this week; base case GBP2-3bln/mth from Nov22. Further 25bp hikes in Jun22, Aug22, Nov22, Feb23, May23, Aug23 to 2.50%.
Goldman Sachs25bp hike with 3-5-1 split (3x50bp, 1xunch). 25bp hikes in Jun22, Aug22, Nov22, May23; 25bp cut in Nov24. QT announcement in May22 at pace of GBP20bln/quarter.
Bank of AmericaMay22: 25bp hike 8-1 vote (50bp dissent) or 2-6-1 (2 for 50bp, 1 unch). Active QT at GBP5bln/month pace starting in Jun/Jul. Then 25bp in Jun22, Aug22, Nov22, cut in 2023.
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Societe GeneraleIncrease in inflation has heightened urgency to tighten; look for 25bp hikes in each 2022 meeting (May22, Jun22, Aug22, Sep22, Nov22) but "difficult to justify" 2023 hikes.
JP Morgan25bp hike; 8-1 vote (unch dissent). Risk of active QT this week; base case GBP2-3bln/mth from Nov22. Further 25bp hikes in Jun22, Aug22, Nov22, Feb23, May23, Aug23 to 2.50%.
Goldman Sachs25bp hike with 3-5-1 split (3x50bp, 1xunch). 25bp hikes in Jun22, Aug22, Nov22, May23; 25bp cut in Nov24. QT announcement in May22 at pace of GBP20bln/quarter.
Bank of AmericaMay22: 25bp hike 8-1 vote (50bp dissent) or 2-6-1 (2 for 50bp, 1 unch). Active QT at GBP5bln/month pace starting in Jun/Jul. Then 25bp in Jun22, Aug22, Nov22, cut in 2023.