9 ordspråk av Anthony O'Brien

Anthony O'Brien

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There are numerous unwanted developments in Ward 7. They're going on now,

There will be an upside surprise in inflation, and we still think the Fed has still got some work to do. There's room for yields to rise.

We've always been saying that yields are too low at the front-end of the curve. I do think yields should gently drift higher.

You will not see a firefighter holding my sign. You will not see my signs on a firefighter's lawn,

If you're going to pass out garbage like this, basically, you're not going to make it in Ward 7, ... waffling on the issue of residency.

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.

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.

It's going to be a patchy acceleration in Europe, but we're looking for something a little firmer.

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