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Inflation risks are still a serious concern (Q3 2007)

The global contagion from the sub-prime crisis in the US has created a dilemma for central banks. On the one hand, the turmoil in the financial markets argues for lower interest rates. But on the other, there are a host of medium-term pressures that suggest that the risks to inflation are still on the upside, and that rates may have to rise further – at least outside the US.

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