stefmas
Forumer storico
Mezzo punto ma prospettive di medio-lungo termine con politiche restrittive che dureranno per un bel po', con tassi che rimarranno alti.. non un bel segnale per il mercato, vediamo come reagiscono azionario e tasso fisso..Il problema è un altro...
Rates strategist Ian Lyngen of BMO Capital Markets saw no meaningful changes in the FOMC statement.
"The most market-relevant update came in the form of the 2023 dots -- the median was increased to 5.1% from 4.6%; indicating that terminal for the cycle is 5.0-5.25%. We're reading this as 50 bp Feb and 25 bp March; alternatively, we could see three consecutive quarter-point hikes depending on how inflation evolves over the next several months. The 2024 dot was increased to 4.1% from 3.9% -- suggesting 100 bp of cuts in 2024; an increase in cuts from the prior 75 bp guidance," he said.