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UK Comment — BoE in wait-and-see mode

  1. No change to policy; the votes were unanimous
  2. Forecast revisions mixed
  3. Brexit will prevent further hikes from the BoE, in our view

Kari Due-Andresen, Chief Economist Norway |

Global Macro Forecast — Meagre shelter for the global economy

• Economic slowdown and long period of weak growth
• Persistent political worries; households increasingly cautious
• Central banks change course, but their toolboxes look empty

Lena Fahlén, Head of Economic Research |

UK Comment — BOE's next rate decision could be in either direction

  1. The next move in interest rates is up to the politicians
  2. The economy is performing as expected
  3. Markets unaffected

Lars Henriksson, Strategist |

UK Comment — Message from Bank of England overshadowed by Brexit developments

  1. Bank of England's hands are tied
  2. Labour market still very strong
  3. Market probability of a rate hike is down

Lars Henriksson, Strategist |

UK Comment — January inflation: in line with BoE and small impact

  1. Temporary effects from energy prices
  2. In line with the BoE prediction
  3. CPI overshadowed by Brexit

Lars Henriksson, Strategist |

UK Comment — Disappointing GDP number from the UK

  1. The lowest rate of expansion since 2012
  2. Businesses cut investment for a fourth consecutive quarter
  3. We continue to see 2019 growth of 1.3 percent

Lars Henriksson, Strategist |