Easy Money, the Dot Plot, and the Fed’s Dilemma: An Investor Guide to a Key Meeting

Barrons2021-03-17

The Federal Reserve has an awkward balancing act this week: It’s likely to at once issue brighter economic forecasts while trying to assure investors that it is still “not thinking about thinking ...

网页链接
免责声明:本文观点仅代表作者个人观点,不构成本平台的投资建议,本平台不对文章信息准确性、完整性和及时性做出任何保证,亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

  • Suenwins
    2021-03-17
    Suenwins
    Basically there’s two main catalysts for the market to watch:1. SLR EXEMPTION - if the Fed would extend the SLR and help the bank, surely it drives themarket. However, would you think the Fed will be nice to bank if bank is currently sitting on piles of cash which in turns bring a lot of profits? During the Q&A discussion, likely Powell would say “Oh we haven’t determined that yet”,and let it goes expired on end of March.2. The SCP and Dot Plot- If the result for GDP in 2021 and 2022 comes out higher, unemployment rates becomes lower than Dec SCP, Fed will think wow market is doing well, while market will think oh Fed’s raising rates or tapering the bondpurchases. Market doesnt like that. Lastly, if the Dot Plot shows more people (5 in Dec) think we should
    • Tomji
      Thank you for explaining. I was quite lost.
    • Suenwins
      Powell remain dovish stance. But well, sounds like they are going to extend the SLR or else he wouldnt be mentioning there’s decision in next few days [无语] Lets wait for it!
  • YHY73
    2021-03-17
    YHY73
    Market is seems like depending on Fed for next move. 😅
  • renwee
    2021-03-17
    renwee
    Like and can moment on my post hehehheh
  • Sumei
    2021-03-17
    Sumei
    I hope the fed implements operation twist! 
  • nivlac
    2021-03-17
    nivlac
    Like and comment
    • pav
      Pls do the same!
    • ahdog
      commented, please do the same
    • nivlac
      done
  • Caipeng4L
    2021-03-17
    Caipeng4L
    Please help like n comment
发表看法
29