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Analyst Views - Hawkish to Dovish(3/4)

BOE
CitiPush back both hikes a quarter: 15bp in Dec21 and 25bp in Mar22. This is "consistent with some withdrawal of support, but not a cycle." Expect rates on hold at 0.50% thereafter.
Deutsche15bp hike in Dec then 25bp hikes in May22 and Feb23. Longer delay between hikes as see GDP "materially" below Bank projections and Bank inf fcasts have energy too high.
Rabobank"Strong labour market reports for October and November... could force the MPC's hand in December." Continue to see 40bp of hikes for 21/22 combined.
Danske"Hawkish hold" as the Bank signal a hike will be appropriate in coming months. Base case: 15bp hike in Feb22 (but don't rule out Dec21) then 25bp hikes in May22 and Nov22.
NatWest Markets15bp Feb22 hike followed by 25bp hikes in May22 and Nov22 (unch view). Timing of first hike "a little hazy" but Feb22 gives more time to assess outlook and MPR to communicate.
TD SecuritiesNo expect first 15bp hike in Feb22 but note Dec21 "very much a live meeting". Further 25bp hikes in Aug22, Nov22, Feb23 and one more 2023 hike.

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