Hay nervios. En la rueda de prensa posterior a la última subida, hubo diferentes interpretaciones a las palabras de Trichet. Yo seguí las declaraciones a traves de la pagina de Jose Luis Cárpatos, que algunos conoceis, especulador profesional en bolsa.
Según él, había entendido las declaraciones como que podía subir tipos en cualquier momento. Sin embargo los mercados lo interpretaron como que no había subida en febrero.
Las declaraciones exactas son:
"Question: I think that markets will have noticed that you have not talked about “further withdrawal” of monetary accommodation, but also your comment that you are “very closely monitoring”, I guess, will increase expectations that you might raise rates as early as next February once more.
Trichet: It would be a wrong interpretation.
Question: Does that miccionan that maybe we should not be drawing from the fact that a certain set of words in previous months has led to a certain action a few months later, that maybe this relationship could be broken down over the coming months?
Trichet: Again, we have to be as clear as possible: that particular interpretation would not be correct. What is correct is that, as always, we reserve the possibility to act any time, as I said, we do not pre-commit for two, three, four, five, six months later. But we can, and I have always said that, take the decision which is appropriate, taking into account the conditions in which we would be and the absolute necessity to deliver price stability and be credible in that delivery.
Question: Can I just press though, would you repeat the statement today that if your baseline scenario is confirmed, a further withdrawal of monetary accommodation would be warranted?
Trichet: We do not say that."
A mí me parece claro. Anytime, en cualquier momento. Esto puede provocar nerviosismo. Si el euribor sube por especulaciones de una proxima subida y se confirma, OK, ha acertado, pero si sube el euribor y no se confirma la subida en la siguiente reunion, pues se tomará un respiro.
Mi opinion. Que seguro es equivocada.
Según él, había entendido las declaraciones como que podía subir tipos en cualquier momento. Sin embargo los mercados lo interpretaron como que no había subida en febrero.
Las declaraciones exactas son:
"Question: I think that markets will have noticed that you have not talked about “further withdrawal” of monetary accommodation, but also your comment that you are “very closely monitoring”, I guess, will increase expectations that you might raise rates as early as next February once more.
Trichet: It would be a wrong interpretation.
Question: Does that miccionan that maybe we should not be drawing from the fact that a certain set of words in previous months has led to a certain action a few months later, that maybe this relationship could be broken down over the coming months?
Trichet: Again, we have to be as clear as possible: that particular interpretation would not be correct. What is correct is that, as always, we reserve the possibility to act any time, as I said, we do not pre-commit for two, three, four, five, six months later. But we can, and I have always said that, take the decision which is appropriate, taking into account the conditions in which we would be and the absolute necessity to deliver price stability and be credible in that delivery.
Question: Can I just press though, would you repeat the statement today that if your baseline scenario is confirmed, a further withdrawal of monetary accommodation would be warranted?
Trichet: We do not say that."
A mí me parece claro. Anytime, en cualquier momento. Esto puede provocar nerviosismo. Si el euribor sube por especulaciones de una proxima subida y se confirma, OK, ha acertado, pero si sube el euribor y no se confirma la subida en la siguiente reunion, pues se tomará un respiro.
Mi opinion. Que seguro es equivocada.
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