21.5.21 - the Federal Reserve's change in tone

# Bloomberg - the Federal Reserve's change in tone

지난 19일에 공개된 Fed 의사록에 따르면, Tapering에 대한 약간의 변화가 감지된다.

• At their April gathering, a number of policy makers suggested if the economy continued to heal rapidly "it might be appropriate at some point in upcoming meetings to begin discussing a plan for adjusting the pace of asset purchases."

다만, 아직은 시간이 많이 남았다는 것이 중론.

• The minutes also showed that 'various participants' felt it would 'likely be some time until the economy had made substantial further progress' toward the central bank's inflation and employment goals.
• The minutes also didn't specify which or how many participants favored beginning tapering talks.
• The meeting also took place before the disappointing jobs and retail sales reports.
• Many officals are also keen to run the economy hot in the hope that will help broden hiring, suggesting a reluctance to withdraw quickly. Black unemployment rose in April to 9.7%.

# 연합인포맥스 - 美 4월 경기선행지수 1.6% up ... 팬데믹 이전 수준 회복

시장 컨센서스 상회

• 월스트리트저널의 예상치는 1.4%.
• 3월 1.3% 상승에 이어 2개월 연속 상승
• 콘퍼런스보드는 미국의 2분기 gdp성장률이 연율 8~9%, 올해 성장률은 6.4%에 이를 수 있다고 예상.