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Why MNI
MNI is the leading provider
of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.
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Free AccessSummary of Analyst Views (Sorted Hawkish to Dovish) (1/5)
Deutsche | Expect 15bp hike this week (6-3 vote) and an early end to QE (GBP20bln reduction in total purchases) with the APF worsening market liquidity. Further 25bp hikes in Feb and May. |
Investec | 15bp Nov hike; "almost certainly vote to cease the remaining QE." 25bp hike in Feb with end of reinvestments. 25bp in Nov22 and 50bp in 2023 with active QT from mid-23. |
SEB | Expect a 15bp hike this week which has little economic consequences but signals the Bank takes inflation risks seriously. "Makes sense" for an early end to the APF programme. |
Goldman Sachs | 6-3 vote for 15bp Nov hike: risk of 40bp hike / delay to Dec. Further 25bp hikes in Feb, May and Q422. Reinvestments cease post-Feb. Asset sales GBP20bln/quarter from end-22. |
Nomura | "Prudent" to wait for more info; expect 15bp Dec hike then 25bp hikes in Feb, May, H2-22, H1-23 and H2-23. Begin reducing QE holdings from March with outright sales from H2-22. |
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Why MNI
MNI is the leading provider
of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.