Comments from the St Louis Fed President

  • Recovery 'already looks strong'
  • If 'we play our cards right' Fed might be able to move inflation above target during post-pandemic 'boom'
  • Will look to leadership from Chair Powell about when to start QE tapering discussion. It's too early in the midst of pandemic

If the US can get it's vaccinations done by June, then take a month or two to see the data, that puts a tapering discussion around August. Jackson Hole?