Developments since the Bank of England’s (BOE) meeting earlier this month, including UK Prime Minister Keir Starmer’s resignation Monday, have strengthened Governor Andrew Bailey’s resolve to hold rates steady at

Keir Starmer’s political survival is now a market event. The question is no longer whether he goes, but rather how fast — and what it means for gilts, borrowing costs,

The Bank of England (BOE), on the precipice of rate cuts prior to the Iran war, pivoted today to an “active hold” of its key 3.75% Bank Rate, to see if incoming

If the Bank of England’s (BOE) chief economist had his way, the central bank already would have tightened policy this month to 4% to counter what he thinks is a

The Bank of England’s (BOE) threshold to a rate hike is high and only if there are signs of energy-driven inflation feeding into expectations and wage-setting behaviour would the Bank

The surge in oil prices as a result of the Iran conflict is likely to interrupt the UK’s final stretch of disinflation, forcing the Bank of England (BOE) to skip

This week’s UK employment and inflation data have all but locked in a March rate cut by the Bank of England (BOE) and materially lowered the bar for a faster

Despite holding rates at 3.75% in a narrowest 5-4 vote, the deeply divided Bank of England (BOE) policy committee delivered its clearest pivot toward a rate cut that we continue

December’s upside UK inflation surprise does little to derail what remains a clear easing trajectory for the Bank of England (BOE), as underlying disinflation, rising labor market slack, and a

Mounting evidence of disinflation, subdued growth, and rising labor market slack prompted the Bank of England (BOE) to resume easing with a 25‑basis‑point cut today to 3.75%. Governor Andrew Bailey’s

November’s inflation slowdown and weakening growth momentum all but lock in a Bank of England (BOE) rate cut at its December meeting. The November CPI release on December 17 showed

The UK Budget has not only cleared the way for a rate cut in December but also set the stage for a broader resumption of easing by the Bank of

The Bank of England (BOE) is expected to hold rates this week, even as weaker-than-expected data confirms a softening economy, with Governor Andrew Bailey waiting on inflation prints and the

The path to a November rate cut by the Bank of England (BOE) narrowed sharply with last week’s release of August headline inflation stuck at high levels and climbing services

The Bank of England’s (BOE) cautious tone on rate cuts, underscored by last week’s narrow vote and upward revision to its inflation forecast, has pushed expectations for easing further out,

After two months on hold, the Bank of England (BOE) looks set to resume monetary easing with a 25 basis-point cut in rates to 4 percent next week amid contracting

The Bank of England (BOE) is on a firmly dovish path, with two 25 basis point rate cuts likely in the second half of this year amid contracting growth and