Group 1 - The Bank of England lowered the benchmark interest rate by 25 basis points to 4.25% on May 8, with a split among policymakers regarding the decision [1][2] - Five members supported a 25 basis point cut, while two favored a 50 basis point cut and two preferred to keep rates unchanged [1][2] - The decision comes amid concerns over global trade changes and the impact of U.S. tariffs on the UK economy, leading to a cautious approach in monetary policy [2][3] Group 2 - The Bank of England indicated that economic growth faces downside risks, with the potential for reduced inflation due to increased trade tariffs [2][3] - The central bank's forecast includes a CPI rate of 1.9% for both Q2 2027 and Q2 2028, reflecting ongoing inflation concerns [3] - GDP growth is projected at 1% in 2025, 1.25% in 2026, and 1.5% in 2027, indicating a gradual recovery [4] Group 3 - Following the announcement, traders adjusted their expectations for further rate cuts, now anticipating only two more cuts this year [5] - The British pound strengthened against the U.S. dollar, reaching a high of 1.3314, while UK government bond futures fell by approximately 50 basis points [6]
面对关税冲击 英国央行如期降息25基点 但决策出现三方分歧
Hua Er Jie Jian Wen·2025-05-08 11:40