by Dismal-Jellyfish The Fed receives cash and provides collateral: As of 4/19, $2,666,343 million in Reverse Repurchase agreements (transactions in which securities are sold to a set of counterparties under an agreement to buy them back from the same party …
by BoatSurfer600 We are nearing 100% of global fund managers saying a recession is likely… meanwhile the Biden administration reiterates there is no recession and the economy is strong “Citigroup’s Fraser, JPMorgan’s Dimon Warn of Economic Risks as They Head …
by Dave Kranzler of Investment Research Dynamics There’s an egregious misperception that QE is merely an “asset swap” with banks that simply creates reserves – that the Fed is not printing money with its QE operations. This view is seeded in ignorance about …
by Shaun Richards On the 22nd of this month something will happen in the UK for only the second time when a government bond matures and is repaid. It comes from a consequence of the fact that the Bank of …
*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 …
by snowmail- So, PayPal. As some may have seen the last couple weeks PayPal’s stock price has been on a down trend since the announcement of the Amazon partnership with Venmo (which PayPal owns). This will come into effect in early …
Howe Street, Released on 10/30/21 Bob Hoye is a trained geologist, successful resource investor and economic historian. Bob is the chief investment strategist for chartsandmarkets.com.
by Jeff Thomas via International Man We’re all familiar with the term, “quantitative easing.” It’s described as meaning, “A monetary policy in which a central bank purchases government securities or other securities from the market in order to lower interest rates …
via CNBC: Federal Reserve economists have floated the idea of a “standing repo facility” which would allow banks to exchange Treasurys for reserves. The idea would be to get banks to hold fewer reserves, and thus would help the Fed …
via Jeff Thomas We’re all familiar with the term, “quantitative easing.” It’s described as meaning, “A monetary policy in which a central bank purchases government securities or other securities from the market in order to lower interest rates and increase the …
“The velocity of money is the frequency at which one unit of currency is used to purchase domestically- produced goods and services within a given time period. In other words, it is the number of times one dollar is spent …
via Topdown Charts QT is set to rise from a current potential $40B per month to $50B in Q4 this year. All else equal, QT is likely to be a headwind for both stocks and bonds, and a tailwind for the …
via Enda Curran and Michelle Jamrisko Turkey is just a drill A push by major central banks to reverse crisis-era policies is primed to accelerate into 2019 amid plans for higher interest rates and smaller balance sheets. So-called quantitative tightening then risks sucking …
via @Callum_Thomas As the Fed is steadily progressing through its balance sheet normalization plan, it’s worth checking in on a few charts that highlight the path to normalcy… And some of the potential stumbling blocks along the way. The beginning of …
From Birch Gold Group As the “Big Correction” continues, there are going to be a couple of big lessons to learn from when it comes to the U.S. economy… One of them will be what happens when you use solutions like …
Authored by John Mauldin via MauldinEconomics.com, In response to the 2008 financial crisis, the Fed and other central banks deployed zero or near-zero interest rates, quantitative easing, and assorted other interventions. These may have averted an even worse disaster, but …