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The BoE held rates at 4.00% in a 5-4 split, marking a dovish hold. The quarterly easing rhythm is now gone and December has turned into a live meeting. Governor Bailey awaits confirmation of durable disinflation, which is uncertain. We still expect cuts in February and April 2026, but soft inflation data and front-loaded fiscal tightening could bring that forward.
Marketing communication / Non-Independent Research. This publication is issued by Coöperatieve Rabobank U.A., registered in Amsterdam, and/or any one or more of its affiliates and related bodies corporate (jointly and individually: “Rabobank”). Coöperatieve Rabobank U.A. is authorised and regulated by De Nederlandsche Bank and the Netherlands Authority for the Financial Markets. Read more
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