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5th Mar 2026 18:53UKWeekly Monitor
  • The MPC’s hopes of hitting the inflation target will have to wait another year if commodity prices are sustained.
  • So, we expect the MPC to wait until April to ease, and see only one rate cut this year.
  • A quick end to the war would bring forward cuts, but a protracted conflict would mean no reductions this year.

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Keywords for: 9 March 2026 UK Monitor

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