高盛表示，鉴于能源价格上涨和经济数据走强，该行现在预计英格兰银行将在2月加息25个基点，此前该行已预计下周将加息25个基点。
Goldman Sachs said it now expects the Bank of England to raise interest rates by 25 basis points in February, in addition to its forecast for a quarter-point hike next week, citing higher energy prices and stronger economic data.
英格兰银行将于11月5日召开会议，普遍预计其将加息25个基点，LSEG数据显示，货币市场对此类举措的概率定价约为92%。以下是一些细节：鉴于能源价格仍居高位，英格兰银行急于避免重蹈过去对通胀风险判断失误的覆辙，不过与上次通胀冲击不同，美联储和欧洲央行已经率先加息。加息将标志着该央行自2023年以来首次加息。高盛预计英格兰银行将维持其政策指引不变，重申政策制定者随时准备在必要时采取行动，将通胀重新拉回目标水平。
The Bank of England, which meets on November 5, is widely expected to raise interest rates by 25 basis points, with money markets pricing in an approximately 92% probability of such a move, according to LSEG data.
该券商此前仍预计12月利率不变，但现在认为2月加息的可能性更大，该行周五晚间表示。
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“我们预计，委员会将在明年中期维持4.25%的利率不变，然后从2027年第四季度开始按季度节奏降息，最终利率维持在3.25%不变，”该行补充道。
The Bank of England is keen to avoid repeating its past misjudgment of inflation risks as energy prices remain elevated, though unlike the last inflation shock, the US Federal Reserve and European Central Bank have already moved ahead with rate hikes A hike would mark the central bank's first rate increase since 2023 Goldman Sachs expects BOE to leave its policy guidance unchanged, reiterating that policymakers stand ready to act if needed to return inflation to target While the brokerage still forecasts no change in rates in December, it now views a February rate hike as the more likely outcome, it said late on Friday "We instead expect that the Committee will remain on hold at 4.25% throughout the middle of next year before cutting at a quarterly pace from 2027Q4 to an unchanged 3.25% terminal rate," it added