The see an ECB rate rise as early as Q3 after a comprehensive EU stabilization plan is put into place…

The stabilization plan would nearly double the EFSF, the report says.

The ECB would likely end longer-term liquidity provision as well.

The comprehensive plan could be two-months away from final approval, according to the analysis.

Also contained in the report is word that Axel Weber has emerged as the German government’s ECB candidate (no surprise given his rhetorical moderation of late)…