Sunday, 2 June 2013

DATA WILL DRIVE THE TAPER:

If payroll growth during the summer holds up at this pace, we could see the Fed consider tapering the pace of purchases in the fall. If payroll growth materially worsens (say to 50,000 or worse), then we could see the Fed increase purchases.
The Fed wants to make sure the economy holds up under the Sequester. Last week, New York Fed President William Dudley (a voting member of the FOMC) stated that it would take about the 3 to 4 months to see how the economy absorbs the fiscal drag. Bernanke wants to make sure that the economy is on a sustainable path before he begins to wind down quantitative easing (QE). Watch the data.

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