Report
Bruno Cavalier

US monetary debate ahead of Jackson Hole

Encouraged by the strong jobs numbers recently, the Fed seems to have brought forward slightly the timetable for tapering its asset purchases, the aim now being end-2021 rather than early 2022. Unlike in 2013, the year of the taper tantrum, the markets have never been under the illusion QE would last forever. Continuing these purchases could even generate undesirable side effects (excess liquidity that the Fed would have to reabsorb), adding little to the main goal of supporting ...
Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Bruno Cavalier

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