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Les investisseurs devraient se tourner vers la...

Yann Quelenn

Les investisseurs devraient se tourner vers la BCE Comme il était généralement attendu, le FOMC a déclenché le processus visant à réduire la taille de son bilan, qui atteint 4 500 mds$. Bien que le processus de normalisation commencera en octobre, ce qui peut sembler un peu précipité, le rythme de désinvestissement sera très lent, comme il a déjà été annoncé clairement. Étant donné la réaction du marché, il apparaît que les investisseurs ne sont pas prêts à croire que la Fed ajuste les taux conformément à ce qu’elle a annoncé.

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