We still expect the MPC to leave policy on hold when it meets in November, although a split vote is likely,
More Quotes from Simon Rubinsohn:
The debate on interest-rate cuts is still a live one.Simon Rubinsohn
Discussion at the meeting is likely to have been heavily influenced by the forthcoming inflation report.
Simon Rubinsohn
Further evidence that the US rate-tightening cycle may be approaching a pause was provided yesterday by a weaker-than-expected ISM report on the manufacturing sector and the release of a dovish set of minutes from the Fed's December meeting.
Simon Rubinsohn
This proves it is not just the Mervyn King show. In any academic or business environment you are always going to have at least two views that's what makes markets.
Simon Rubinsohn
The household spending number highlights the risks facing the consumer sector,
Simon Rubinsohn
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