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Summary of Analyst Views (Sorted Hawkish to Dovish) (2/5)

BOE
JP MorganLook for 15bp hike this week (but risk of a larger hike is "small"). Further 25bp hikes in Feb and Aug. Reinvestments to end with Bank Rate at 0.50% (so March not reinvested).
TD SecuritiesExpect one 15bp hike in 2021. Nov "marginally more likley" than Dec. Expect further 25bp hikes in Feb and Aug. "Relatively safe to assume reinvestments cease" from March gilt.
Morgan StanleyExpect 15bp hike this week followed by further 25bp in Q1-22 before a pause and then another 25bp in Q4-22.
Barclays15bp hike in December and further 25bp hikes in Feb and May followed by prolonged status quo. March gilt not reinvested. "Pronounced risks of rate cuts in 2023."

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