We've come full circle back to China. The level of volatility is concerning although it's encouraging that the U.S. markets finished off their lows on Monday. Andrew Wilson More Quotes by Andrew Wilson More Quotes From Andrew Wilson We still see an oversupplied market, just not so much as it was before. Andrew Wilson energy The hurdle is still reasonably high for sovereign QE but our view is that it's very likely they will go down that route some time in the second or possibly third quarter of next year. Andrew Wilson money If growth remains anemic sub-1 percent and inflation is 0.2, 0.3 or 0.1 percent, that would be a lowering of the hurdle to do QE, and we find it hard to be overly optimistic around growth prospects. Andrew Wilson money One of the challenges for the ECB is the mechanism by which they do that... I think the most likely form is buying all European government bonds in some proportion that relates to their market cap or their GDP (gross domestic product). Andrew Wilson money The pound looks a little cheap to us... the UK economy is doing pretty well. Andrew Wilson money
