• Liquidity withdrawal will not be abrupt
  • In December, we will offer unlimited liquidity for 12 months at 1%
  • Continuing 12-month tenders after December depends on economic situation
  • Cannot exclude risk of lost decade of economic growth in Europe
  • FX rates risk to economic development, especially from Asian currencies
  • Important to break fx rate distortions, Trichet and Almunia will talk about that in China
  • No problems with development of inflation

ECB not going to tighten anytime soon. Comments will have weighed a little on EUR/USD.