- Needs some evididence that inflation is headed again to 2%
- Considers a 3% coverage fee a ‘free’ estimate of impartial
- There are probably ‘a number of’ extra fee cuts if progress on inflation resumes
- Items with increased tariffed content material have tended to see bigger value will increase
- Current headline inflation was partly pulled down resulting from base results
That is on the hawkish aspect.
This text was written by Adam Button at investinglive.com.
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