murddock escribió:Capital Economics thinks markets could be in for a long wait for QE3:
The further sharp falls in equity prices last week will
have boosted hopes that in his speech at Jackson Hole (Friday) Fed
Chairman Ben Bernanke will pave the way for more policy stimulus, just
as he did last year. We think the markets will be disappointed. Bernanke
will probably emphasise that the Fed has the tools to boost the economy
if deemed appropriate. But the big difference between now and last year
is the higher rate of core inflation. That means more policy stimulus
will probably be a story for next year, once core inflation has fallen
back, not this year.
es lo mas probable