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Interest rates live updates: Bank of England overwhelmingly expected to slash rates

Inflation fell below the Bank of England’s 2% target in September for the first time in three years

Albert Toth,Andy Gregory
Thursday 07 November 2024 10:03
Comments
UK borrowing costs are set to be cut for the second time this year (Jordan Pettott/PA)
UK borrowing costs are set to be cut for the second time this year (Jordan Pettott/PA) (PA Archive)

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UK borrowing costs are set to be cut for the second time this year, despite tax changes.

Most economists think policymakers at the Bank of England will opt to reduce interest rates to 4.75 per cent today.

Rates currently sit at 5 per cent after being cut by 0.25 percentage points in August, the first reduction since 2020. They were then kept the same in September.

Since then, the latest official data showed UK Consumer Prices Index (CPI) inflation fell to 1.7 per cet in September, the lowest level since April 2021.

The slowdown, from 2.2 per cent in August, was driven by a sharp slump in petrol prices and lower airfares.

1730973821

Pound slightly up ahead of interest rates announcement

The pound was up slightly against the US dollar as of 10am, sitting at $1.2913 compared to $1.2890 at the previous close.

The euro at 10am was £0.8325 compared to £0.8325 at the previous close.

Andy Gregory7 November 2024 10:03
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Norway’s central bank keeps interest rates at 16-year high

Sweden's central bank has cut its key interest rate today to 2.75 per cent from 3.25 per cent, as expected, while the Norwegian central bank held its policy interest rate unchanged at a 16-year high of 4.5 per cent.

Andy Gregory7 November 2024 09:49
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Comment | How a Trump presidency could blow the British economy out of the water

What will Keir Starmer be most worried about as he contemplates a second Donald Trump presidency? Until recently, Ukraine has been top of the UK government’s list, given the prospect Trump might unilaterally try to end the war – and not necessarily on terms favourable to Ukraine.

However, it is now dawning on UK ministers that Trump’s threat to impose 60 per cent tariffs on imports from China and 10 or 20 per cent on those from everywhere else including the UK, could inflict huge damage on the British economy. There are growing fears the UK’s trade with its biggest single export market in the US will be hit hard.

Read the full analysis by our columnist Andrew Grice here:

How a Trump presidency could blow our own economy out of the water

The UK risks becoming collateral damage in Donald Trump’s threat to global trade, writes Andrew Grice – and that’s not the last of the government’s worries

Andy Gregory7 November 2024 09:34
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Trump win could cause “full-blown recession” in Europe, ING says

Analysis from ING has warned that Trump’s victory in the US could make “Europe’s worst economic nightmare comes true” as the president-elect looks to introduce a 10 per cent tariff on all non-US goods.

Researchers from the Dutch investment bank wrote: “A looming new trade war could push the eurozone economy from sluggish growth into a full-blown recession. The already struggling German economy, which heavily relies on trade with the US, would be particularly hard hit by tariffs on European automotives.

“Additionally, uncertainty about Trump’s stance on Ukraine and NATO could undermine the recently stabilised economic confidence indicators across the eurozone. Even though tariffs might not impact Europe until late 2025, the renewed uncertainty and trade war fears could drive the eurozone economy into recession at the turn of the year.”

Albert Toth7 November 2024 09:14
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Cost of living fears rise as pubs and supermarkets warn of Budget “double whammy”

Several British companies have warned of rising costs to consumers in the wake of Labour’s Budget.

Business leaders from Marks and Spencer, Wetherspoon and Persimmon all join a growing list of bosses who have expressed concern.

Marks and Spencer’s Stuart Machin said the retailer is expecting to take a £60 million hit due to the “double whammy” of rises to employer national insurance contributions and the national living wage.

Read more:

Cost of living fears rise as pubs and supermarkets warn of Budget “double whammy”

Outspoken Wetherspoons boss Tim Martin is amongst those expressing concern

Albert Toth7 November 2024 08:58
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Average UK house price hit record high in October

House prices increased by 0.2 per cent in October, the fourth monthly increase in a row, Halifax has reported. The average house price was £293,999, surpassing a previous peak set in June 2022 (£293,507).

Property values increased by 3.9 per cent annually, slowing from a 4.6 per cent increase in September.

Amanda Bryden, head of mortgages at Halifax, said: “That house prices have reached these heights again in the current economic climate may come as a surprise to many, but perhaps more noteworthy is that they didn’t fall very far in the first place.

“Despite the headwind of higher interest rates, house prices have mostly levelled off over the past two and a half years, recording a 0.2 per cent increase overall.

“That’s a significant slowdown compared to the 21 per cent rise we saw in the equivalent period from January 2020 to the summer of 2022.”

Albert Toth7 November 2024 08:44
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Bank of England expected to cut interest rates today

Interest rates are widely expected to be cut today, with most experts predicting a drop from 5 per cent to 4.75 per cent. The Bank of England decision will announced at midday UK time.

The change will make the cost of borrowing cheaper in the UK, but also lessens returns on savings.

Interest rates are a key tool that the Bank uses to control the level of inflation. After the drop from 5.25 per cent to 5 per cent in August, inflation also dropped unexpectedly.

In September, the inflation rate (CPI) reached 1.7 per cent, dropping below the Bank’s 2 per cent target in S for the first time in more than three years.

This is understood to be a driving factor behind today’s decision. However, tax changes announced at Labour’s Budget in October and Donald Trump’s victory in the US have caused some market uncertainty.

Albert Toth7 November 2024 08:40
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Inflation fell below the Bank of England’s 2 per cent target in September for the first time in three years

Experts said inflation falling below the Bank’s 2 per cent target level will encourage policymakers to continue easing interest rates, releasing some more pressure on borrowers and mortgage holders across the UK.

Andrew Goodwin, chief UK economist for Oxford Economics, said the outcome of the Bank’s Monetary Policy Committee (MPC) meeting “looks virtually certain”, although some members could still opt for rates to be kept the same.

MPC members Huw Pill and Megan Greene are the most “unpredictable”, he said, with lingering concerns over services sector inflation and wage growth.

The Monetary Policy Committee meets in the week after Chancellor Rachel Reeves announced almost £70 billion of extra annual spending, funded by business-focused tax hikes and additional borrowing.

The Office for Budget Responsibility (OBR) said the sharp increase in spending will contribute to higher inflation, although it will also help drive stronger economic growth.

Inflation is forecast to average 2.5 per cent this year and 2.6 per cent next year before coming down, assuming “the Bank of England responds” to help bring it to the target rate, the OBR said.

Barney Davis6 November 2024 22:14
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Economists are rolling back predictions for a rapid succession of rate cuts over the next year

James Smith, developed market economist for ING, said: “The Budget won’t change the Bank’s decision to cut rates again this week.

“But it does question our long-held view that rate cuts will speed up from now on.

“The risk is that this happens later, and the Bank decides to keep rates on hold again in December.

“A cut at the final meeting of the year looks fairly 50:50, and a lot will depend on the two inflation reports we get between now and Christmas.”

Barney Davis6 November 2024 22:12

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