瑞银：英国央行可能在8月会议上上调通胀和经济增长预期

Core Viewpoint - UBS economists predict that the Bank of England may raise its inflation and economic growth forecasts for the UK during the August meeting, following higher-than-expected inflation data in June [1] Group 1: Inflation Forecasts - The Bank of England is likely to adjust its inflation forecast for 2025 from 3.3% to 3.5% due to recent inflation data [1] - The adjustment reflects a response to the economic conditions and inflation trends observed in the first half of the year [1] Group 2: Economic Growth Predictions - Following stronger-than-expected GDP growth in the first quarter, the growth forecast for the UK may also see a slight upward revision [1] - UBS anticipates that assumptions regarding energy prices and the effective exchange rate of the pound will be adjusted, while the policy interest rate assumption is expected to remain largely unchanged [1]