Bank of England's rate cut is on a knife-edge even with inflation on target

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Bank of England's rate cut is on a knife-edge even with inflation on target
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Members of the central bank’s voting Monetary Policy Committee are divided.

Markets remain split on the chance of a Bank of England rate cut on Thursday, despite U.K. inflation hitting the central bank's 2% target twice in a row.

One reason for the uncertainty, and relative lack of strong signaling from the BOE, is that the members of its voting Monetary Policy Committee are divided.to hold rates in June as"finely balanced," with some members concerned by wage growth and the elevated rate of services inflation, and others more focused on the broader disinflationary trajectory.

"We're leaning towards a cut, though we agree nothing is for certain ... We've heard very little from officials since the general election was called in June, and that means it's tricky to gauge how they are interpreting the recent upside news on services inflation," Dutch bank ING said in a Monday research note, adding that the BOE is generally more sparing with its forward guidance than the Fed or European Central Bank.

But the lack of certainty could lead to sharp market moves Thursday, while the start of the BOE's easing cycle would"present a headwind to the resurgent pound," according to Smith.

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