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Analyst Views - Hawkish to Dovish (2/4)

BOE
Goldman Sachs15bp hike Dec21 (although Feb22 possible), then 25bp hikes in May22, Nov22, May23 before pausing at 1% as asset sales of GBP20bln/quarter begin.
UBSWith Oct labour market data available, continue to expect 15bp Dec21 hike follwed by 25bp hikes in both May22 and Nov22.
JP MorganAssuming strong labour market data expect 15bp Dec21 hike "although a delay until February is plausible." Look for 25bp hikes in May22 and Nov22.
INGBOE "sensibly" waiting for more info. Expect 15bp hike in Dec21 (although chance wait until Feb22) and then 25bp hikes in May22 and Nov22.
BerenbergBase case: 15bp Dec21 hike (but possibly delayed to Feb22). "Good chance" Mann votes for Dec hike making Bailey / Pill swing voters. Bank Rate 0.75% end-22 and 1.25% end-23.
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