FastSaying
It's going to be a patchy acceleration in Europe, but we're looking for something a little firmer.
Anthony O'Brien
Acceleration
Europe
Firmer
Looking
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The Treasury has two options -- either to change the regulations or to issue more long-dated debt, and selling more is the only fix we're going to get in the short term.
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If we get evidence of inflation pushing up beyond the levels we've seen already, then it's game on for an ECB rate hike in December. We would give it about a 35 percent chance at the moment but that could increase quickly should we get surprises in the next inflation reports.
— Anthony O'Brien
Inflation