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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.
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Free AccessSell side views (hawkish to dovish): 2/4
Bank of America | Look for 8-1 vote with risk of Ramsden joining Saunders' dissent. First hike in May 2022, second in February 2023. Risks of a Feb 22 hike if utilty prices "hiked a large amount." |
UBS | Look for 8-1 hike. Continue to expect 15bp hike in May22 and 25bp hike in Feb23 "with the risk skewed towards more hikes" if inflation turns out to be more persistent than exp. |
JP Morgan | Saunders to dissent; possible but unlikely there is another dissenter. Look for first 15bp hike in 2Q-22 (from 4Q-22) with further 25bp hike in 1Q-23 when reinvestments cease. |
Nomura | 8-1 vote on QE with at least 5 members saying guidance has been met. First hike Aug22 with further 25bp hikes in Feb23 and Nov23. Feb23 hike alongside end of reinvestments. |
Source: Analyst previews and MNI
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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.