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BoE governor warns risks to inflation forecasts ‘two-sided’

Andrew Bailey’s comments over weekend suggest expected interest rate rise in December still in balance

The Bank of England will have to raise interest rates if the economy evolves as expected, but the situation is “febrile”, with data giving a mixed picture, according to the central bank’s governor.

Andrew Bailey’s comments over the weekend suggest that a rise in interest rates at December’s meeting of the Monetary Policy Committee is not yet a done deal, despite data last week that showed employment had continued to rise after the end of the UK’s coronavirus furlough scheme, while inflation hit its highest level in a decade.

Investors were taken by surprise when the BoE held off raising interest rates this month, but are now betting that policymakers will move in December, with a small initial increase — the first since 2018 — taking borrowing costs from a historic low of 0.1 per cent up to 0.25 per cent.

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