Список проголосовавших за комментарий "Kolya_Margin, да, есть имена и фамилии, опубликованы в недельном аналитическом обзоре Merrill Lynch, вот цитаты:<br/> <br/> 1. заголовок всего главного раздела па макроанализу: Time to Taper<br/> <br/> 2. на первой странице: With demand for labor exceeding supply by an ever-widening margin, we believe it’s time for the Federal Reserve (Fed) to taper.<br/> <br/> 3. <span>In fact, by more than 2 to 1 over any other problem facing small businesses, from taxes, poor sales and government requirements to competition from big businesses, interest rates, costs and quality of labor or inflation, respondents chose “quality of labor” as their No. 1 problem, with the highest percentage of businesses choosing this option in the survey’s history.</span><br/> <br/> <span>4. The Fed has looked the other way, while consensus economists have embraced its “transitory” inflation narrative. The U.S. central bank has deflected attention from the worst inflation in 40 years, focusing instead on its goal of achieving “substantial further progress” in the labor market. However, the latest NFIB survey of the small and medium-sized businesses that create most of the jobs in the U.S. economy already finds the tightest labor market conditions in the history of its monthly survey, which dates back about 35 years.</span><br/> <br/> <span>PS</span><br/> <span>И я не сказал, что Fed что-то резко изменит, или что это плохо для фондового рынка:) FWIW.</span><br/> <br/> <span>наоборот, все говорит о том, что изменения произойдут далеко не так быстро, как многим кажется, и я на эту тему </span><span>сделал</span><span> много обзоров...</span>"