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UK Labour Market (Sep. 2024)

Even though the rise in pay growth in September will probably be followed by a bigger gain in October, as the new 5-6% public sector pay deals start, the easing in private sector regular pay growth suggests that the Bank of England will continue to cut interest rates gradually. We continue to think the Bank will skip the December meeting and will next cut interest rates, from 4.75% to 4.50%, at the following meeting in February.

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