Our UK team hosted a 20-minute online briefing to unpack the latest CPI data, discuss the implications for inflation and policy and explain how they shape our non-consensus Bank Rate view. The team address key issues, including:
- The forces likely to drive disinflation from October onwards;
- How the Chancellor’s November Budget could influence the inflation path;
- How our UK inflation forecast underpins our view that Bank Rate will fall more than most expect in 2026.
Start date:
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