Credit Suisse's Farris Sees ECB Turning a Bit More Hawkish

The transcript discusses the reactions of central banks in Asia to the Fed's actions, focusing on the ECB's potential QE exit and its impact on the euro. It highlights the stability of the eurozone despite political concerns in Italy and Spain. The discussion also covers economic data, inflation, and the ECB's confidence, predicting a recovery in Europe due to strong financial balances and falling unemployment.

What are the implications of the recent inflation data for the ECB's policy stance?

What indicators suggest a potential recovery in Europe despite recent data weaknesses?