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Analyst Views (Hawkish to Dovish) - 2/5

BOE
BarclaysOmicron uncertainty lead to "the Bank to delay its first hike from December to February. However, we still expect Bank Rate to reach 0.75% in May 2022."
Societe Generale"Omicron outbreak will buy the committee a little more time before it has to act". Push back first hike to Feb22. In base case, Bank Rate at 1.00% end-22 then on hold in 2023.
UBS"Comments from some MPC members, in particular Saunders... suggest that the MPC might prefer to wait." 15bp hike in Feb22, 25bp hikes: May22, Nov22 and two in 2023.
Morgan Stanley"Tactical delay… not a fundamental change" in MPC's view on the outlook or reaction function." 15bp hike in Feb22, 25bp hikes in May22, Nov22 and one 25bp hike in 2023.
Goldman Sachs"Risk management considerations will dominate in next week’s MPC deliberations." Now expect 15bp hike in Feb22, further 25bp in May22, Nov22 and May23.
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