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Summary of Analyst Views: Hawkish to Dovish (2/6)

BOE
NomuraStick with view that BoE will carry out further 25bp hikes in February, May and H2-22 with terminal rates at 1.50% in 2023.
Goldman SachsExpect 25bp hikes in Feb22, May22, Nov22 with GBP20/quarter pace of QT to be announced in Nov22. Rates then on hold until Q2-24 (two years after active QT starts).
DeutscheBring forward rate profile 3 months: 25bp hike to Feb22, triggering passive QT, then further hikes in Nov22 and Aug23 with "Bank Rate still expected to peak around 1%."
JP MorganExpect Q1-22 hike (Feb most likely) but see a risk of a pause at the next meeting if there is a "lingering economic drag from Omicron". Further 25bp hikes in Aug22 and Nov22.

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