COVID-Impacted Sectors Recovery Outlook slide image

COVID-Impacted Sectors Recovery Outlook

Bank of England Has Revised its Views on Inflation The Bank of England recently shifted its perspective to acknowledge the growing need to counteract inflation with tighter monetary policy Andrew Bailey insists BoE is not 'whistling in the wind' on inflation Central bank governor uses Mansion House speech to stress that sharp growth in prices is likely to be temporary ""It is important not to overreact to temporarily strong growth and inflation, to ensure that the recovery is not undermined by a premature tightening in monetary conditions," he said. - Financial Times, July 1, 2021 Bank of England chief warns it 'will have to act' to curb inflation Andrew Bailey makes no attempt in speech to central bankers to quell expectations of rate rise this year "The energy story means [the period of high inflation] will last longer," he said. While he said the BoE could do nothing about the initial price rises in energy and in goods hit by supply chain turmoil, the rate- setting Monetary Policy Committee was increasingly concerned about higher prices raising "medium-term inflation and medium-term inflation expectations". "That's why we, at the Bank of England, have signalled, and this is another such signal, that we will have to act," Bailey said. "But of course that action comes in our monetary policy meetings," he added. 13 - Financial Times, October 17, 2021
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