Morning Meeting: The ECB's Next Move

The transcript discusses the European Central Bank's (ECB) approach to inflation targets and quantitative easing (QE). It highlights concerns about bond scarcity and market reactions, as well as potential ECB actions to address these issues. The discussion also covers financial stability risks, debt market concerns, and the performance of equity markets and European banks. The ECB's options, such as widening the range of assets and changing rules, are explored, along with their implications for investors and markets.

What are the expectations regarding the inflation targets mentioned in the text?

What concerns are raised about bond scarcity and its impact on market participants?

How does the speaker suggest the ECB might change its purchasing program?

What is the speaker's perspective on the current state of corporate debt spreads?

What factors are influencing the performance of European equities compared to other areas?