UBS pushes back BoE cut calls; now expects the BoE to deliver two 25bps cuts each in November 2026 and February 2027 (prev. 25bps cuts in April and July 2026)
Context
UBS's revision of its Bank of England (BoE) cut timeline reflects a more dovish outlook compared to previous expectations. By pushing back anticipated cuts to 2026, it signals a belief that the monetary easing will be more gradual, which could impact GBP's strength and influence fixed income pricing as markets adjust to this updated rate path.
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