So much for all this taper talk… The Fed just added the largest amount of assets to its balance sheet in over a year.

No only that, but they also bought $162B of mortgage backed securities in the last 2 months.

That was the largest amount in since March. pic.twitter.com/aQnURfZqqx

— Otavio (Tavi) Costa (@TaviCosta) June 24, 2021

US banks seems to have passed easily the Fed stress test. What does that mean? That they can now go nuts on buys backs and dividends 👇 pic.twitter.com/wCQkh8A5i0

— Gianluca (@Theimmigrant84) June 24, 2021