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Views on the ECB's Governing Council converging on a limited, temporary increase of APP at Dec meeting; ECB could approve an envelope for APP or an increase limited in time with more frequent reviews, ECB sources say

SourceNewsquawk
SectionECB
  • APP volume from April to be significantly lower than current APP plus PEPP buys
  • ECB to signal unusually high flexibility and optionality
  • Hawks pushing for no APP rise appear ready to compromise, fearing that doing nothing risks market turbulence
  • New ECB programme or open-ended APP increase highly unlikely
  • Commitment not to last beyond 2022, but some aim for signal that bond buys will last at least until end 2022
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