Danske Bank skriver i en ny analyse om det vigtige møde i den amerikanske centralbank onsdag:
On Wednesday next week the Fed will decide whether or not to change its forward guidance from the ‘considerable time’ language to a guidance linking it to the economic developments and how close the Fed is to its economic goals of 2% inflation and full employment. The soft payrolls report on Friday last week cooled down expectations for a change in the statement but subsequent Fed talk from, for example, Fed dove Rosengren suggests that it is still very much on the table. His comments come following a period of a wide range of Fed members expressing discomfort with the current time-dependent guidance and we could very well see more dissenters at next week’s meeting if there is not a change to guidance (see box on next page). Below we have made a scoreboard between Fed hawks and doves based on the latest developments.