FED, LIBOR y CONDICIONES MONETARIAS. CUIDADO CON ESTA RELACIÓN INTERNA DEL MERCADO. SP500, NASDAQ
La reunión del FOMC de ayer, con el Sr. Powell al frente de la FED por primera vez, se saldó con la esperada subida de tipos de 0.25 puntos hasta 1.5% explicada en el comunicado. Un breve comunicado que detalla los mismos argumentos empleados por la FED para justificar anteriores subidas de tipos. La economía va bien e irá mejor, el empleo ha mejorado y continuará, la inflación no termina de repuntar pero lo hará, bla,bla, bla… aunque sí menciona la ralentización del consumo y de la inversión durante el primer trimestre. Vean extracto del comunicado: «Information received since the Federal Open Market Committee met in January indicates that the labor market has continued to strengthen and that economic activity has been rising at a moderate rate. Job gains have been strong in recent months, and the unemployment rate has stayed low. Recent data suggest that growth rates of household spending and business fixed investment have moderated from their strong fourth-quarter readings. On a 12-month basis, both overall inflation and inflation for items other than food and energy have continued to run below 2 percent. Market-based measures of inflation compensation have increased in recent months but remain low; survey-based measures
