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Markets now expect the MPC to hike Bank Rate to 0.50% in February, following today's surprise hike.
Most members, however, thought the decision was "finely balanced" and see a "modest" tightening ahead.
Omicron won't just have short-term effects if the MPC hikes again and pushes firms over the edge.
November's 5.1% CPI inflation rate was 0.6pp above the forecast made by the MPC only last month...
...But high inflation is due to surging energy and goods prices; underlying services inflation remains subdued.
We expect the headline rate to peak at 6.0% in April, but then to fall sharply, slipping below-target in 2023.
Markets now expect the MPC to raise Bank Rate twice next year, with the first hike as soon as February.
The MPC, however, will focus on labour market slack and the prospects for its elimination, not just inflation.
The recovery has faded, implying many furloughed staff will be underemployed in Q4; the MPC needn't rush.
We now expect the MPC to end its gilt purchases immediately at next month's meeting, following last week's consumer prices data.
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