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21st Oct 2025 10:48UKDaily Monitor
  • Plenty of small caveats suggest we treat the downside inflation surprise with a little caution…
  • ...But the dovish news was too widespread to ignore, so we cut our forecasts and see a December rate cut.
  • We still think the MPC will skip a November cut, with inflation nearly double its target.

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Keywords for: 23 October 2025 UK Monitor

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