今天美联储主席的讲话我的Takeaway:
- 加息还远着呢! The timing and pace of the coming reduction in asset purchases will not be intended to carry a direct signal regarding the timing of interest rate liftoff, for which we have articulated a different and substantially more stringent test
- 今年Taper现在只是一种可能性，美联储主席看到了经济恢复的substantial further progress，但具体时间依然是data-dependent
下周的三个数据比较关键:
a. Non Farm Payroll失业率
b. OPEC部长会议后的油价变化
c. 美国Delta疫情是否已经过了高峰
- 加息还远着呢! The timing and pace of the coming reduction in asset purchases will not be intended to carry a direct signal regarding the timing of interest rate liftoff, for which we have articulated a different and substantially more stringent test
- 今年Taper现在只是一种可能性，美联储主席看到了经济恢复的substantial further progress，但具体时间依然是data-dependent
下周的三个数据比较关键:
a. Non Farm Payroll失业率
b. OPEC部长会议后的油价变化
c. 美国Delta疫情是否已经过了高峰