FED'S KAPLAN: IT'S EARLY TO MAKE JUDGMENT ON RATE CUT CALL
io penso che la FED non si muova troppo in anticipo.. anche perchè con la discesa cosi forte dei rendimento del tnote , le condizioni finanziarie sono già , nei fatti, piu accondiscenti. e kaplan lo dice chiaramente : è presto per parlare di tagli di tassi Fed’s Kaplan: I Need To See Further Deceleration In Economy Sees Fed In Neighbourhood Of Neutral Rates Right Now Fed’s Kaplan: A Rate Cut From Here Would Make Fed Policy Stimulative Risks To Downside Have Increased Due To Trade Tension Fed’s Kaplan: Yield Curve Reflects Heightened Trade Tensions Consumers In Good Shape, Business Face Uncertainty Fed’s Kaplan: Threats Vs Mexico Having Chilling Effect On Business Still Hopefully There Won’t Be Follow Through On Mexico |