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News · ▼ Bearish · 1 source confirmed · 2026-09-23 11:37 UTC

BofA forecasts two BoE rate hikes as energy prices stoke inflation concerns - reuters.com

Why now

Thesis: Energy inflation revives BoE hike expectations

Catalyst to watch: UK CPI prints and BoE meeting

Main risk: Hikes could tip UK growth lower

Why it matters

Energy-driven inflation could force BoE hikes, lifting GBP and pressuring UK rate-sensitive assets.

Related assets & topics

InflationEnergy

Sources

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