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Free AccessAnalyst Views Post-September MPC Meeting - Hikes late 2022 or after (4/4)
ING | First hike likely in H2-22 "given the number of headwinds facing the economy this winter". Pencil in Nov22 but Aug22 "growing more likely". Still don't expect second hike until 2023. |
UniCredit | Expect growth and inflaton to disappoint MPC forecasts which will delay first hike to late 2022/early 2023. But believe MPC "laying the ground" for 15bp hike "as soon as" Feb22. |
Barclays | "The current macro backdrop does not call for a hike" but "acknowledge that a scenario could transpire whereby the MPC is boxed into a corner and delivers a hike." |
Pantheon | Base case first hike in "early 2023" as UnE / underemployment rise sharply combine with fiscal consolidation. If little labour market slack post-furlough possible MPC hike in Q1-22. |
Rabobank | "the UK economy is likely to underperform the central bank's forecast. Even as inflation reaches an uncomfortably high rate" base case remains no hikes in 2021/22. |
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Why MNI
MNI is the leading provider
of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.