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The Bank of England cut Bank Rate by 25bp to 3.75%, as expected, with a 5-4 split and Governor Bailey casting the swing vote. The MPC reiterated that rates are “likely to continue on a gradual downward path,” but warned each move will be a “closer call.” Bailey cited progress on disinflation but insufficient evidence on wages and expectations. We still forecast two 25bp cuts in February and April 2026, though timing remains highly data-dependent.
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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