(Reuters) -Morgan Stanley, Citigroup and UBS Global Research forecast that the Bank of England (BoE) would deliver an interest rate cut in December, they said separately on Friday, a day after the central bank kept rates unchanged at its policy meeting.

They joined Goldman Sachs, which was the first to revise its forecast for a cut next month after the policy announcement on Thursday. All four had previously forecast no rate cut in December.

Britain’s 3.8% inflation rate is above the central bank’s 2% target, but surprisingly held steady in September. The recent labour report has also indicated some signs of cooling.

The BoE’s nine-member Monetary Policy Committee voted 5-4 to hold rates at 4% on Thursday. A shift in remarks on the rate cut outlook followed – to “if progress on disinfla

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