by Brunello Rosa and Nato Balavadze

14 March 2022

In this paper we discuss:

  1. Our latest assessment of the UK economy;
  2. What we expect the BoE to announce in March and could do in coming months;
  3. Expected changes in the BoE’s view about the UK and global economy after the war in Ukraine; and
  4. The market implications of all the above.

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