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Central Bank Focus

The BoE Risks Falling Behind The Curve

by Felix-Antoine Vezina-Poirier, Chief Strategist  

The BoE delivered a narrow rate cut to 4%, but a divided vote and fading growth momentum suggest markets are underpricing further easing. Stay overweight UK Gilts. The 5-4 split reflected concerns among dissenters about a stalling disinflation process as…

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