5比4惊险过关！英国央行“鹰派式”降息25个基点，称进一步判断宽松将更艰难

Core Viewpoint - The Bank of England has decided to cut interest rates by 25 basis points to 3.75%, marking the lowest level since February 2023, amid weak economic data and persistent inflation pressures. This decision reflects a split within the Monetary Policy Committee, with a 5-4 vote indicating uncertainty about future monetary policy direction [1][2]. Group 1: Interest Rate Decision - The Bank of England's interest rate was reduced by 25 basis points, aligning with market expectations [1]. - This marks the fourth rate cut by the Bank of England in 2023 [1]. - The voting outcome of 5-4 highlights increasing divisions among policymakers regarding the inflation outlook [2]. Group 2: Economic Conditions - Current economic indicators are weak, with a soft labor market and inflation decreasing faster than anticipated, supporting the rate cut decision [2]. - The Bank of England has revised its CPI expectations downward and now forecasts zero GDP growth for the fourth quarter, down from a previous expectation of 0.3% growth [3]. Group 3: Future Monetary Policy Outlook - The Bank of England's forward guidance has become more cautious, indicating that the extent of future monetary easing will depend on the evolution of inflation prospects [2]. - Economists suggest that if macroeconomic data allows for more flexibility, the Bank may consider further rate cuts in early 2026, contingent on wage pressures [4]. - Predictions indicate potential rate cuts in March and June 2026, with a cautious approach expected during future announcements [4].