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Summary of Analyst Views (Sorted Hawkish to Dovish) (3/5)

BOE
Berenberg40% chance of Nov hike, base case is for 15bp in Dec followed by further 25bp hikes in Feb, H2-22 and two more in 2023. Would prefer (but don't expect) early end to APF.
UBSExpect first hike in Dec but "acknowledge the risk" of a hike this week. Expect two further 25bp hikes in May and Nov.
UniCredit"We expect a 15bp rate hike in December, followed by a 25bp hike in May and again in
November 2022. We think this will likely be a policy mistake."
Lloyds15bp hike this week but no unanimous support. Upside inflation risks point to further action but probably less than market pricing, which could lead to confusion.
DanskeExpect on hold this week but "if we are wrong" look for a dovish hike. Expect a total of 65bp of hikes by end 2022.

Source: MNI, analyst previews

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