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| | | Global Markets Daily
by Saktiandi Supaat |
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| | | While the focus is on Fed's announcement of balance sheet unwinding, we believe the dots plot, Fed projection on growth and inflation and the tone of the statement/press conference should not be overlooked. We are of the view that Fed will announce the commencement of balance sheet unwinding at the upcoming meeting and maintain our call for 1 more rate hike in Dec-2017 meeting (anchored by US growth momentum still intact, inflation upticks gaining momentum and progress on US tax/healthcare ... | |
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