BoE MPR FORECASTS: split under three scenarios

The Bank of England's MPR forecasts indicate a divergence in outlook based on three scenarios, suggesting varying potential policy paths.

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International Paper Company (IP) Q1 2026 (USD): EPS 0.18 (exp. 0.14), Revenue 5.97bln (exp. 6.02bln)

Altria Group Inc. (MO) Q1 2026 (USD): Adj. EPS 1.32 (exp. 1.25), Revenue 4.76bln (exp. 4.58bln); FY adj. EPS view 5.56-5.72 (exp. 5.62)

BoE MPR FORECASTS: split under three scenarios

Bristol-Myers Squibb Company (BMY) Q1 2026 (USD): EPS 1.58 (exp. 1.42), revenue 11.5bln (exp. 10.9bln). Reaffirms 2026 guidance with total revenue & adj. EPS trending toward upper end of ranges

Quanta Services Inc. (PWR) Q1 2026 (USD): Adj. EPS 2.68 (exp. 2.04), Revenue 7.9bln (exp. 7.00bln), Adj. EBITDA 686.4mln (exp. 572.4mln)

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SCENARIO ASSUMPTIONS

Context

This split could reflect underlying economic uncertainties and impacts on GBP and fixed income markets, as traders digest the implications for interest rates and market expectations.

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