Our new Bank of England Caseometer helps track whether the Bank is becoming more inclined to cut interest rates faster and further or slower and not as far. Our forecast is that rates will continue to be cut gradually, but that they will fall to 3.50% in early 2026 rather than to the low of 3.75% investors expect.
We'll be discussing the policy outlook for the Bank of England, the ECB and the Fed in a 20-minute online briefing at 3pm GMT on Thursday 19th December. (Register here.)
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