15 Quotes by Stuart Thomson

Strip out higher oil prices, and Europe doesn't have an inflation problem. We're still bullish for the medium term.

The U.S. economy is still very strong and that's not helping worries about inflation. Until there's some indication the Fed will stop, 10-year yields will be forced upwards.

Investors are underestimating the strength of consumer confidence in Europe so yields can keep rising. This is not a good time to buy.

By stepping outside the majority view, he undermines his own credibility. He just becomes another member on the committee.

The European Central Bank will raise rates by a quarter- point per quarter. The market probably has more to do in terms of discounting that.

The ECB is determined to raise rates and the stronger economic data is helping to confirm those plans. European bonds are not the most attractive market at the moment.