Pantheon Macroeconomics
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Monetary Tightening is Over, and it's Not Too Soon to Talk About Rate Cuts
China Embarks on Exit Path from Zero-Covid Policy *No Policy Shift from the BoJ* The BoK is Nearing its Rate Peak
The U.K. Economy Will Suffer the Deepest Recession among Advanced Economies in 2023
Inflation is Finally Easing, but Central Banks will be Cautious in H1
Policy Normalisation is Underway, but Don't Expect an Aggressive Cycle
Growth is Set to Fall Short in China * No Change Imminent from the BoJ * The BoK Looks too Hawkish
The consensus view in markets is that the MPC will lift Bank Rate to 3.0% by the end of this year, from 1.25% currently, with 50bp hikes at the next three meetings in August, September and November
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