Updated
Updated · Bloomberg · May 27
Markets Price 36 Basis Points of BOE Hikes in 2024 as Oil and Inflation Expectations Fall
Updated
Updated · Bloomberg · May 27

Markets Price 36 Basis Points of BOE Hikes in 2024 as Oil and Inflation Expectations Fall

4 articles · Updated · Bloomberg · May 27
  • 36 basis points of Bank of England tightening are now priced by year-end, the lightest path in more than a month and consistent with just one quarter-point hike.
  • Swaps tied to BOE meeting dates imply that any second increase has less than a 50% chance, marking a clear pullback in expectations for further tightening.
  • Falling oil prices and softer inflation expectations drove the shift, easing pressure on the central bank to keep raising rates aggressively.
  • The repricing signals investors increasingly expect UK inflation risks to cool enough for the BOE to deliver a shallower 2024 hiking cycle.
As the US and EU cut interest rates, why is the Bank of England holding firm against energy-driven inflation?
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