Treasury could run out of cash by Friday… If spending continues at current elevated pace, the balance will be NEGATIVE $18 billion by Friday.
Source: https://twitter.com/GRDecter/status/1661004508359475200 h/t weinerwagner
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US Treasury Short Curve Remains Steeply Inverted As Yellen Warns ‘Time Is Running Out’ Ahead of Biden-McCarthy Meet (Treasury Cash Balance Getting Really Low)
by confoundedinterest17 I used to think that The Kabuki Theater surrounding the raising of the US debt limit and passing a Federal budget would be over by now. But since Biden is being controlled by the hard left “Progressives” in …
Biden Country! No Rent Being Paid On 20% Of US Office Space As Office Property Values Fall (Office Vacancy Hit An All-time High As Fed Shrinks Balance Sheet)
by confoundedinterest17 Living in Biden Country! Where big American cities are becoming like Lori Lightfoot’s Chicago. And the sad headline of the day (other than pure chaos on the Mexican border) is that NO RENT IS BEING PAID ON 20% OF ALL …
The government has only 5 business days to approve the debt ceiling?!
And another $27BN gone, down to just $188BN. https://t.co/cNprIZk13d pic.twitter.com/ogoqLZ3zfu — zerohedge (@zerohedge) May 5, 2023 Just to be clear this means the government has only 5 business days to approve the debt ceiling… 5 days $188 billion balance was …
This bank’s balance sheet is shockingly comparable to the failed Signature Boink
via vidarresearch: Metropolitan Commercial Bank (MCB), founded in 1999, describes itself as an “entrepreneurial” bank. In times where entrepreneurial banks such as SIVB and SBNY go down the drain, MCB deserves a closer look to what makes this bank “entrepreneurial”. As …
If you look at Deutsche Bank’s balance sheet things look pretty similar to Credit Suisse before failure
by Pengufen Deutsche Bank balance sheet: https://investor-relations.db.com/files/documents/annual-reports/2023/Annual-Financial-Statements-of-Deutsche-Bank-AG-2022.pdf Credit Suisse balance sheet: https://www.credit-suisse.com/about-us/en/reports-research/annual-reports.html (2022 Consolidated financial statement) Most of their assets are illiquid and their reserve and cash on hand balance has shrunk by about 50% from a year ago. The same thing happened to …
The Fed Never Died! Deutsche Bank Slumps in Resurgence of European Bank Worries As Fed Balance Sheet Expands … Again
by confoundedinterest17 The Federal Reserve never died. In fact, The Fed is growing its balance sheet again. Why? A slowing economy and weakness in the banking sector (thanks to inflation and the Fed trying to get inflation back to 2%. And …
64% Of The Balance Sheet Reduction Since Last Year Reversed In Just 2 Weeks
That's 64% of the balance sheet reduction since last year reversed in just 2 weeks for those that are counting. — Sven Henrich (@NorthmanTrader) March 23, 2023 The Fed's balance sheet just expanded the most for a two-week period since …
Fed balance sheet grew by $300bn past week. Undone half of QT in past year (aka QE Brrrrrr….. is back)
by polloponzi The Fed’s actions this week are unprecedented and reveal their true intentions. They are not interested in maintaining a healthy economy, but rather propping up the stock market and benefiting the wealthy at the expense of everyone else. …
It did not take the central banks long to return to boosting their balance sheets and the money supply
by Shaun Richards It has been quite a week with what looked like being the main event ( US CPI inflation) being rather shuffled down the pecking order. In fact right at this very moment we have seen yet another …
Fed’s balance sheet spikes by almost $300 billion in a week
At its peak in 2022 the Fed’s balance sheet hit a high of $8.9T. Over the last year they got this down to around $8.3T. However since the fallout of SVB, in under a week, the Fed’s balance sheet has …
Fed balance sheet ticks up massively. Lots of banks wanted liquidity.
h/t ObiWanCanownme
Lower income consumers are struggling with debt… Average 401k balance is $103,000…
Subprime car loans in delinquency have hit a 13-year high. Another sign that lower income consumers are struggling with debt. pic.twitter.com/Kx849p5hcW — Markets & Mayhem (@Mayhem4Markets) February 23, 2023 https://twitter.com/leadlagreport/status/1628850568427892739 The Fed’s economists think we are entering a recession. How …
Before We End Up In Wars With Russia And China Simultaneously, Let’s Review The Nuclear Balance Of Power…
by Michael It has been said that there are no winners in a nuclear war, but the Russians and the Chinese have been feverishly preparing to fight one anyway. When I was growing up, I was taught that nobody would …
Eurozone and Japan trade balance: Eurocommies need to pay much more for energy and….. they burn their capital with energy higher prices. Europes antidote: shut down ALL nuclear plants ASAP and forever! Just wow
by Quant2011 What this graph also shows is that ***maybe*** just maybe , energy prices from 2015 to early 2021 were simply too low. Eurozone never had such big trade surplus like in this period.
The Fed has increased the Fed funds rate quite a bit but they’ve only shrank their balance sheet by 5% and things are already breaking
by BoatSurfer600 Source: https://markets.businessinsider.com/news/stocks/recession-warning-economic-outlook-inverted-yield-curve-fed-rate-hike-2023-1 Morgan Stanley Warns US equities could slump another 22% from current levels — Goldman’s Kostin also sees 2023 earnings estimates as too high (Bloomberg)
US Home Price Growth “Slows” To 9.24% YoY As Fed Tightens Noose (But Fed’s Balance Sheet Remains Elevated)
by confoundedinterest17 The US housing market continued to sag in October as the impact of higher mortgage rates and concerns over the economy rattled buyers and sellers. Prices fell 0.5% from September, the fourth consecutive monthly decline for a seasonally adjusted …
Money printer probably jammed… FED balance sheet is only $300bn down from peak of $9T.
h/t Infamous_Sympathy_91
Fed Is NOT Unwinding MBS, 30yr Mortgage Rate Falls To Under 7% (Will The Fed ACTUALLY Unwind Its Balance Sheet??)
by confoundedinterest17 Now that the midterm elections are over (except for counting of million of mail-in ballots, a massive moral hazard risk), President Biden has proclaimed that he isn’t changing any of his horrid policies. And apparently, neither is The Federal …
When the #Fed uses the Fed Funds Rate to tighten, they put the strain on Main Street. When they use the balance sheet, they put the strain on Wall Street. Guess which one they have been using?
So true David! The real tightening hasn't even begun: https://t.co/Pz753Ei7YJ — Caleb Franzen (@CalebFranzen) July 29, 2022 Fed Fund Rate: Jan 22 = 0.25%Mar +25bps = 0.5%May +50bps = 1.0%Jun +75bps = 1.75%Jul +75bps = 2.5% Expect 3.50% by end-22 …
‘Big Short’ investor Michael Burry called out the Fed for not shrinking its balance sheet enough in June — and compared its love of stimulus to a drug addiction
Via Business Insider Michael Burry called out the Federal Reserve for not shrinking its balance sheet as much as planned in June, comparing its failure to resist stimulating the economy to a drug addiction. “Drugs are hard to kick,” Burry said in …
*UPDATE* Second week of “Quantitative Tightening” and FED INCREASED its ~$9TN balance sheet by $14 Billion, including $20BN increase in residential MBS. As we’ve exposed, FED is buying more USTs and MBS than their own principal estimates. Zero explanation. Zero justification.
*UPDATE* Second week of "Quantitative Tightening" and FED INCREASED its ~$9TN balance sheet by $14 Billion, including $20BN increase in residential MBS. As we've exposed, FED is buying more USTs and MBS than their own principal estimates. Zero explanation. Zero …
The FED is set to start shrinking its $8.9T balance sheet – don’t know whether to laugh or cry
The FED is set to start shrinking its $8.9T balance sheet – don't know whether to laugh or cry — Debra Robinson (@DebraG_Robins) May 31, 2022
Everything is fine, guys. We definitely don’t have $30T in debt, $9T on the Fed balance sheet, QT @ $85B/month, negative growth, red hot inflation, and historically low interest rates
by pa_p3rry https://twitter.com/WallStreetSilv/status/1528707314395631621 Its the Everything bubble of the century! This selloff is twice as fast as 2008. It took 9 months and -15% to reach the Lehman Moment. Currently the market is down -20% in 4.5 months. I say …
Federal Reserve “Winding Down” Its Balance Sheet? Don’t think so.
View post on imgur.com https://www.federalreserve.gov/monetarypolicy/bst_recenttrends.htm About to cross the 10 Trillion line. As that pedo actor stated in the new Dr. Strange movie….”America doesn’t have long”. But up until the monkey pox circus really gets rolling, you can expect a …
The Fed has more money on its balance sheet (8.9 trillion) then the total value of all 401ks in the United States (7.3 trillion as of 9/21).
by Jmeshareholder 5 trillion of that was added to the Fed’s balance sheet since Feb. 2020: https://fred.stlouisfed.org/series/WALCL 401k balances: https://www.ici.org/401k —— But oh ya, inflation is only happening because the ships and ports and all that jazz. Definitely not also because of …
When Fed Gov Brainard Talks, Markets Listen! Brainard Says Fed Will Shrink The Balance Sheet At A Rapid Rate (10Y Treasury Yield Rises 16 BPS As Nasdaq Falls 300 PTS) Mortgage Rates Will SOAR!!
by confoundedinterest17 When Federal Reserve Governor Lael Brainard speaks, markets listen Federal Reserve Governor Lael Brainard said the U.S. central bank will continue to tighten policy methodically and shrink its balance sheet at a rapid pace as soon as May. Brainard’s hawkish remarks sent bond prices …