22 February 2022 Ramsden Sinks Bets for a 50bp Interest Rate Hike at Bank of England in March

"Ramsden eased back slightly on his recent hawkish stance," says a note from TD Securities' global strategy team. "He favours a 25bps hike in March rather than 50bps."

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22 February 2022 Bank of England's Bank Rate will Peak at 1.25% to Take the Sting Out of Mortgage Repayments says NatWest

A squeeze on home owners from rising interest rates will become apparent by the second half of 2023 says NatWest Markets, and this will prompt the Bank of England to rein in rate hikes.

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22 February 2022 Budget Surplus to be Swallowed by Surging Cost of Debt Repayments

The UK printed a budget surplus of ยฃ2.9BN in January 2022 aided by a surge in tax revenues with central government receipts totalling ยฃ91.6BN in January 2022, ยฃ8.6BN more than in January 2021.

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21 February 2022 UK Economy Recovery Accelerates in February show PMIs, Locking in a March Rate Hike

The UK's economic rebound accelerated faster than expected in February, according to a leading survey which noted "a swift rebound in UK economic conditions".

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17 February 2022 Bring Back the Volatility: The Fed Must Engineer Uncertainty to Lower Inflation says Credit Suisse's Pozsar

"To improve labor supply, the Fed might try to put volatility in its service to engineer a correction in house prices and risk assets โ€“ equities, credit, and Bitcoin too," says Zoltan Pozsar of Creโ€ฆ

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16 February 2022 UK Inflation Forecasts: "The Worst is Yet to Come" as some Economists Warn of 8.0% Peak

Most economic forecasters say further price rises are in store for the UK, with most seeing a peak in the current inflationary cycle in April, when the energy bill cap is lifted and the government โ€ฆ

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16 February 2022 Institutional Investors Now Heavily Invested in the Rotation Trade

Institutional investors are now largely bearish finds the much-watched Bank of America Global Fund Manager Survey, although they say any fall in U.S. CPI inflation could catalyse a more sustained iโ€ฆ

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