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12th Mar 2026 18:17UKWeekly Monitor
  • Markets are pricing a more persistent energy-price rise as the war in Iran continues.
  • As a result, markets have started to price in higher medium- as well as short-term inflation.
  • We see Bank Rate on hold throughout 2026, but that is sensitive to energy and the government’s response.

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Keywords for: 16 March 2026 UK Monitor

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence