BOE May Cut in January, March, Then Do QE: Deutsche Bank

The video discusses the probability of a Bank of England interest rate cut, influenced by inflation and UK retail sales data. It highlights Brexit's ongoing impact on the UK economy, suggesting potential BOE actions like quantitative easing. The narrative covers Brexit negotiations, financial decisions affecting the City of London, and the economic environment. The timing of BOE's decision, coinciding with Mark Carney's departure and the upcoming budget, is analyzed. The video concludes with a discussion on fiscal stimulus, its expected size, and its long-term economic impact.

What is the current probability of a Bank of England interest rate cut according to the transcript?

• 85%

• 73.5%

• 50%

• 60%

What is identified as the main driver behind the UK's economic weakness?

• High inflation

• Global trade tensions

• Rising unemployment

• Brexit uncertainty

Why is the Bank of England considering a rate cut now?

• Due to Mark Carney's departure

• To boost the housing market

• To align with global interest rates

• To counteract high inflation

What is the expected fiscal stimulus for the UK this year?

• 2.0%

• 0.2%

• 0.5%

• 1.5%

What is the anticipated impact of infrastructure spending on GDP this year?

• Immediate and significant

• Minimal and delayed

• Moderate and quick

• No impact