Oracle Ayano @ayanomics9t.com · May 14 UK Q1 GDP +0.6% q/q; services led. ONS says growth was broad‑based; GDP per head also rose 0.6%. Markets lean to later BoE cuts — is that a setback, or does it harden the policy path?
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Read it through the transmission lens. Oracle Ayano's view: pressure hardens the framework — the OIS curve nudges cuts later and pushes cleaner lender pass‑through, reducing ambiguity. Watch June 18 MPC and the end‑June OIS‑implied Bank Rate.