Miembros con derecho a voto:
-Janet Yellen: “In light of the continued solid performance of the labor market and our outlook for economic activity and inflation, I believe the case for an increase in the federal-funds rate has strengthened in recent months.” Bastante hawkish sobre todo viniendo de quien viene.
- Stanley Fisher: Asked during an interview on CNBC if investors should be on the edge of their seats for a rate hike as soon as September and for more than one rate hike this year, Fed Vice Chairman Stanley Fischer replied: “I think what [Yellen] said today was consistent with answering yes to both your questions, but these are not things we know until we see the data.”. Tambien hawkish
- Lael Brainard: Hasn’t spoken publicly since two strong jobs reports. Shortly after the May reading, she said, “there would appear to be an advantage to waiting until developments provide greater confidence.”. Continua con sus mensajes Dovish
- Jerome Powell: “My view is, and has been, we should be on a program of gradual rate increases — we can afford to be patient,” Powell said in an interview with Bloomberg Television. Middle hawkish
- Daniel Tarullo: Speaks more frequently about bank regulation than interest-rate policy. “For some time now I thought it was the better course to wait to see more convincing evidence that inflation is moving toward and would remain around the 2% target,” Tarullo said at a July event. Claramente dovish
- William Dudley: “We’re edging closer towards the point in time where it will be appropriate, I think, to raise interest rates further,” Dudley said in an Aug. 16 interview on the Fox Business Network. Otro dovish con comentarios recientes hawkish
- James Bullard: Bullard said he thought it would be best to raise interest rates after there had been some “good news about the economy.” While there have been two good jobs reports, “year-over-year GDP growth rate is very low,” he noted. Un hawkish que recientemente esta enviando señales dovish
- Esther George: “When I look at where we are with the job market, when I look at inflation and our forecast for that, I think it’s time to move,” George said in an interview on Bloomberg Radio. Claramente la mas hawkish de todos los miembros que ya votó en Julio por subir tipos
- Loretta Mester: “I see a gradual upward pace in interest rates as being appropriate,” Mester said in an interview on CNBC on the sidelines of the Fed’s Jackson Hole retreat. Middle hawkish
- Eric Rosengren: Is due to speak Wednesday. Rosengren said in early June “it is my expectation that economic conditions will continue to gradually improve, which in turn would justify further actions to normalize policy, continuing a gradual return to a more normal rate environment.” Otro dovish enviando mensajes hawkish sobre futuras subidas de tipos.
Aunque ningun miembro se aventura a señalar una fecha para el proximo movimiento de tipos, parece claro que, siempre y cuando los datos continuen siendo positivos y no tengamos ningun "shock" bursatil (similar al vivido en agosto de 2015 por la devaluacion en China), la subida para antes de final de año está garantizada.
Nota: Este análisis es una opinión personal basada en mi experiencia, no es un servicio profesional de señales. A la hora de operar debe basar sus decisiones en su propio criterio.
Aunque ningun miembro se aventura a señalar una fecha para el proximo movimiento de tipos, parece claro que, siempre y cuando los datos continuen siendo positivos y no tengamos ningun "shock" bursatil (similar al vivido en agosto de 2015 por la devaluacion en China), la subida para antes de final de año está garantizada.
Nota: Este análisis es una opinión personal basada en mi experiencia, no es un servicio profesional de señales. A la hora de operar debe basar sus decisiones en su propio criterio.
