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

BOE
RBCExpect first hike in December "when the first labour market data covering the post-furlough period will be available and the current round of QE has been completed."
NatWest MarketsFirst 15bp hike in Feb with further 25bp hikes in May (when passive QT triggered) and Nov before staying on hold at 0.75% through NWM's forecast horizon (to Q3-23).
HSBCBase case for 7-2 vote to keep rates on hold this week but note a hike is "very possible". First 15bp hike in February followed by 25bp in August.
PantheonExpect 6-3 vote to keep rates on hold this week. Look for first 15bp hike in Feb-22 with further 25bp to 0.50% in Aug-22.

Source: MNI, analyst previews

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