Boe Preview July21

By Brunello Rosa and Fawaz Sulaiman Al Mughrabi

30 July 2021

In this paper we discuss:

1. Our latest assessment of the UK economy;
2. What we expect the BOE to decide in August and could do in coming months;
3. How we expect the BOE to alter its growth and inflation forecast in August;
4. What we expect the BoE to announce regarding negative rates and exit sequencing; and
5. The market implications of all the above.

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