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Summary of Analyst Views (hawkish to dovish) (4/5)

Rabobank"We don't forecast any rate hikes this year or next."
Lloyds"Tone of the minutes may not be as 'hawkish' as some... anticipate… because of the delay to the… lockdown easing and uncertainties surrounding the Delta variant."
TD SecuritiesThink that the market is overdoing its hawkish expectations given that GDP is the furthest below the baseline of any G10 economy and is already tapering.
NatWest Markets8-1 vote with Haldane dissent. No longer expect more QE in 2022. First hike in Q3-23 of either +15bp or +40bp with threshold of 0.5%-1.0% before QE is allowed to run-down.

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