DB Fed Watcher:Identifying the Fed’s “dots”
类型：投资策略 机构：德意志银行 研究员：德意志银行研究所 日期：2017-10-12
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FOMC meeting (Sep 20)。
Key takeaways: Reaffirmed expectationsfor (a) one more hike in ‘17and three in‘18and (b) that inflation should rise.Dovish point was that long-term dots fell。
Williams (Sep 22)。
Key takeaway: Reiterated short-termhawkish / long-term dovish view: Furtherhikes warranted but r-star** is only 2.5%。
Kaplan (Sep 22)。
Key takeaway: Sounded more open to aDecember rate hike, likely helped bystronger August CPI print。
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