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BoE's Taylor says an extended hold is the appropriate monetary response at this point. Bank Rate is 75bps above personal estimate of neutral.

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The domestic economy is weak. The BoE must be ready to cut if a benign scenario plays out.

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Eli Lilly (LLY) Q2 2026 (USD): Adj. EPS 8.38 (exp. 6.01), Revenue 23bln (exp. 20.7bln)

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