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Minutes: JPM Sees Lack Of "Leadership" In Dots; NWM Eyes Taper Timeline

FED

A couple of sell-side takes on today's upcoming release of the June FOMC minutes:

  • JPM: "it's our sense the leadership is not represented in the 7 participants who have forecast a hike in 2022, and we will look for confirmation in the minutes. We will also look for more clarity on how the FOMC defines "substantial further progress" as we progress toward a potential taper announcement later this year. Finally, we will be interested to see if there is broad based support to taper MBS more aggressively than Treasuries. We do not think this view is widely held by the Committee"
  • NatWest: "We will be looking for any discussion on the potential timeline for tapering, although we doubt there will be any new signals released on Wednesday on what is meant by "substantial further progress". However, we may get a little more insight from the Chairman's semi-annual monetary policy testimony before the House Financial Services Committee on July 14"
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