Que se espera de la FOMC esta tarde: que mantenga las tasas y no tire nuevo estímulo.
http://www.ibtimes.co.in/articles/31327 ... ations.htm
Scenarios and Expectations
1. Announcement of QE or Sterilized QE: Will the Federal Reserve announced another round of QE or some type of sterilize quantitative easing in Tuesday meeting? It seems unlikely. Instead this option will be held in reserve and shows that the Fed is concerned about the implications of more easing on inflation. There are also drawbacks to using this policy as it would raise short-term interest rates which could undermine the carry trade of banks who borrow short term and lend out long-term. Also this sterilize approach was expected to be used during the exit process of its easing not as part of easing itself.
2. Fed Clips The Wings of The Hopeful for More QE: What will be the market's reaction to a failure of the Fed to bring up QE3 or sterilized QE at all? Can it start a stronger correction in equities? The answer is likely that we won't see a sharp sell-off as expectations heading into this event have not priced in mention of QE3 or sterlized QE after Bernanke's testimony to Congress two weeks ago. If the Fed offers further clarification or a stronger than expected upgrade assessment of the economy - thereby more strongly ruling out hope of more stimulus - it would have a negative impact. This too is not as likely, though slightly more so than the 1st option.
3. Fed Leaves Sterilized QE in its Quiver: The Fed is more likely to wait till Operation Twist is close to conclusion before telegraphing its new stimulus measures, therefore we might see a muted reaction to the FOMC statement. Unfortunately for those looking for more volatility this may be the most likely scenario. If the Fed keeps its general tone from the February statement, but leaves the door open for speculation around sterilized QE it shouldn't change the general dynamic of markets which may be expecting such a result.
de acuerdo, ya perdió el momentun bajista de la semana pasada ahora debería ensartar algunos osos más.
