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Analyst Views Post-September MPC Meeting - Feb-22 first hike (1/4)

BOE
BNPFirst hike in Feb22 (risks of earlier, not later). Further 25bp in Aug22, another 25bp in 2023 and another 25bp to 1.00% in H1-24. If 2021 hike, chance of 1% in 2023 "would be higher".
JP MorganBring forward first 15bp hike to Q1-22 with a second hike "pencilled in" for Q3-22. The Minutes read as if "creating space to potentially hike as soon as" Nov/Dec21.
DeutscheExpect first 15bp hike Feb22 "with risks now tilted marginally to a slightly later move (May-22)". Further 25bp hikes in Nov22, Feb24 with QE from 2023 onwards.
Bank of AmericaExpect first 15bp hike in Feb22 but still see second hike in Feb23 (25bp to 0.50%). Think that the BOE will want to delay second hike so as not to begin QT until FY23/24.
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