ECB's Lane says he is comfortable that hiking rates makes sense under milder scenario

  • Open minded to looking through shocks if they are not long lived.
  • Even if oil is falling, think food will keep going up.
  • Hike aims to contain spread of energy shock.
  • Current situation is a medium shock.
  • Tightened last week from a position of firming neutral.
  • Think upper end of neutral has crept up to 2.5% from 2.25%.
  • Does not want to yank rates around.
  • Employment stable and real incomes keep going up.
  • Euro appreciation still putting a downward pressure on prices.
  • Sees a prolonged period of high inflation.
  • It is viable for the Federal Reserve and the European Central Bank to pursue divergent interest rate paths.
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