FED ontem: mais do mesmo

Como amplamente esperado por todos, o FED removeu ontem a expressão “por um considerável período de tempo” de sua divulgação. Como esperado por nós, ele apareceu com uma nova palavra: paciente. O FED, então, será paciente para elevar as taxas de juros.

Paciência, ao nosso ver, quer dizer até quando o mercado permitir. Se o FED fosse subir a taxa de juros, já o teria feito. Temos que ter em mente que essa suposta recuperação da economia já dura 6 anos, com juros zero, QE e Operação Twist.

Mas tiramos o chapéu para o tanto que eles conseguem “enrolar” o mercado. Mais de 4 anos dizendo que em breve vão elevar as taxas de juros e o mercado ainda acredita. Nisso eles são realmente bons.

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