Public forecast 001 · permanent record

Will the Bank of England hold Bank Rate at 3.75% at the September 2026 MPC announcement?

WITHDRAWN — kept on the record with its reason; withdrawals are never deleted.

Question
Will the Bank of England hold Bank Rate at 3.75% at the September 2026 MPC announcement?
Probability band
62–78% — issued 2026-08-14, data cut-off 2026-08-14
Frozen criterion
Resolves TRUE if the Monetary Policy Summary published by the Bank of England on 17 September 2026 states that Bank Rate is maintained at 3.75%. Resolves FALSE if Bank Rate is set to any other level. If the announcement is postponed beyond 30 September 2026 the forecast is marked withdrawn with that reason, not resolved.
Resolves by
2026-09-17
Model
judgement — reasoning recorded at issue, unchanged since
Ledger id
lxf_external_001
Why it was withdrawn
Issued and PUBLISHED on lexun.co.uk on 14 August 2026, then withdrawn the same day. The reasoning treated the residual probability as cut risk. The July 2026 MPC minutes record a 6-3 vote with three members — Greene, Mann and Pill — voting to INCREASE Bank Rate to 4%, and the Committee judging inflation risks tilted to the upside. Market pricing on 13 August implied close to zero probability of a cut. The band was roughly the right size for the wrong reason, and a forecast whose stated argument is wrong cannot be learned from. Superseded by lxf_external_007.
Reasoning recorded at issue — unchanged since, including where it turned out to be wrong: Bank Rate has been held at 3.75% at the two most recent announcements (June and July 2026). CPI has fallen from 2.8% to 2.6%, which argues for an eventual cut, and unemployment at 4.9% is 0.2pp above a year earlier, which argues the same way. Against that: September is not a Monetary Policy Report month — those fall in February, April, July and November in 2026 — and the MPC has historically been more inclined to move at meetings accompanied by a full forecast round. A hold is therefore more likely than a change, but a cut is a live possibility rather than a remote one, which is why this band sits well below the high-confidence entries in this cohort.
If ten forecasts were issued at this band, the band claims roughly 6 to 8 of them should come true. Calibration — not certainty — is what the register is scored on.
What would prove this system wrong: a forecast on this register edited after issue, a resolution scored against anything but the source named in advance, or an accuracy claim made before ten outcomes have resolved in a domain. Every one is checkable from the raw ledgerthe full falsification list.