Wednesday, September 18, 2013

Taper expectations from Wall Street's top economists:


·         Jan Hatzius, Goldman Sachs: $10 billion all in Treasuries
·         Vincent Reinhart, Morgan Stanley: $10 billion all in Treasuries
·         Aneta Markowska, Societe Generale: $10 billion all in Treasuries
·         Drew Matus, UBS: $7 billion in Treasuries, $3 billion in MBS
·         Joseph LaVorgna, Deutsche Bank: $10 billion in Treasuries, $5 billion in MBS
·         Michael Feroli, JP Morgan: $10 billion in Treasuries, $5 billion in MBS
·         Neal Soss, Credit Suisse: $10 billion in Treasuries, $10 billion in MBS
·         Michael Hanson, BAML: $10-$15 billion total, split evenly between Treasuries and MBS

·         Michael Gapen, Barclays: $15 billion total, split between Treasuries and MBS

It's interesting to keep score, and the market will react on reality vs. expectations.

Source:  Businessinsider

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