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Summary of Analyst Views: Hawkish to Dovish (5/6)

BOE
BNPContinue to expect next 25bp hike in May22 "not least because of the MPC’s sensitivity to Omicron-related developments.” One further hike in 2022 and two in 2023.
DaiwaMPC ommitted "coming months" showing "less inclination" for Feb22 hike; also to avoid unpredictable impact of passive QT in March. Look for 25bp hikes in May22 and Nov22.
ING"We expect two, or at most three, rate rises next year." Expect MPC to wait in Feb22, waiting for more data on Omicron. Pencil in 25bp hikes in May22 and Nov22.
UBSContinue to see 25bp hikes in May22, Nov22 and two more hikes in 2023. "Clear evidence" of Omicron-related supply disruptions could see rate hikes brought forward.

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