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Bank of England MPC unanimous on holding rates | Bank of England MPC unanimous on holding rates |
(35 minutes later) | |
All nine Bank of England policymakers voted to hold interest rates at 0.5% in July, minutes of the meeting show. | All nine Bank of England policymakers voted to hold interest rates at 0.5% in July, minutes of the meeting show. |
However, there were signs some Monetary Policy Committee (MPC) members are edging closer to backing a rate rise. | However, there were signs some Monetary Policy Committee (MPC) members are edging closer to backing a rate rise. |
The minutes said "a number" of MPC members saw a rising risk of UK inflation heading above the 2% target in the medium term. | The minutes said "a number" of MPC members saw a rising risk of UK inflation heading above the 2% target in the medium term. |
For these members, the uncertainty around the Greek debt talks was a key factor in voting to hold rates. | For these members, the uncertainty around the Greek debt talks was a key factor in voting to hold rates. |
"Absent that uncertainty, the decision between holding Bank Rate at its current level versus a small increase was becoming more finely balanced," the minutes said. | "Absent that uncertainty, the decision between holding Bank Rate at its current level versus a small increase was becoming more finely balanced," the minutes said. |
However, the minutes said that for most members, keeping rates on hold would still have been appropriate even without the problems in Greece and the volatility in China's financial markets. | However, the minutes said that for most members, keeping rates on hold would still have been appropriate even without the problems in Greece and the volatility in China's financial markets. |
'Hawkish mood' | |
Some analysts expect the unity among MPC members to end in August when the Bank publishes a quarterly update of its forecasts for the UK economy. | Some analysts expect the unity among MPC members to end in August when the Bank publishes a quarterly update of its forecasts for the UK economy. |
Figures from the Office for National Statistics released last week showed average weekly earnings including bonuses rose at an annual pace of 3.2% in the March-to-May period, the fastest rate in five years. | Figures from the Office for National Statistics released last week showed average weekly earnings including bonuses rose at an annual pace of 3.2% in the March-to-May period, the fastest rate in five years. |
This has increased concerns among some that rising pay could start to push up inflation, even though the CPI inflation rate fell back to 0% in June. | This has increased concerns among some that rising pay could start to push up inflation, even though the CPI inflation rate fell back to 0% in June. |
Markit chief economist Chris Williamson said the minutes "reveal a mood of hawkishness developing steadily among policymakers". | Markit chief economist Chris Williamson said the minutes "reveal a mood of hawkishness developing steadily among policymakers". |
"Although most members would still have seen holding rates as the most appropriate stance, the minutes suggest that two members - most likely Ian McCafferty and Martin Weale - are clearly inching towards voting for borrowing costs to start rising," Mr Williamson said. | "Although most members would still have seen holding rates as the most appropriate stance, the minutes suggest that two members - most likely Ian McCafferty and Martin Weale - are clearly inching towards voting for borrowing costs to start rising," Mr Williamson said. |
Mr McCafferty and Mr Weale were the two MPC members who voted for a rate rise between August and December last year. | Mr McCafferty and Mr Weale were the two MPC members who voted for a rate rise between August and December last year. |
Last week, Bank of England governor Mark Carney indicated that interest rates may rise "at the turn of this year". | Last week, Bank of England governor Mark Carney indicated that interest rates may rise "at the turn of this year". |
And MPC member David Miles, who was once one of the strongest advocates for keeping rates on hold, said last week that holding off on a rate hike for too long would be "a bad mistake". | |
Rate hike timing | |
However, a majority of members voting in favour of a rate hike "still looks a long way off," said Martin Beck, senior economic advisor at the forecasting group EY ITEM Club. | |
"Recent falls in the price of oil and energy could contribute to inflation falling into negative territory in the next few months," he said. | |
"Moreover, were the UK to be the first major economy to undertake rate 'lift-off', the already sizeable upward pressure on sterling could accelerate significantly, hitting exporters and undermining the prospect of inflation returning to the 2% target," Mr Beck added. |