Recent Trends The latest balance sheet figures show the total at 8.22T, up 143B from the prior month end, but down in the past week by 19B. The chart below shows how the Fed Balance sheet has grown by instrument over the last 18 months. The major surge from COVID can be clearly se...
Go to this link at FederalReserve.gov (which is a misnomer, since the Fed is a private corporation and not part of the government): https://www.federalreserve.gov/monetarypolicy/bst_recenttrends.htm The link is called “Recent balance sheet trends” and shows you the Fed’s bal...
subdued inflation trends, and stable inflation expectations, are likely to warrant exceptionally low levels of the federal funds rate for an extended period. In due course, however, as the expansion matures the Federal Reserve will need to begin to tighten monetary conditions to prevent the developm...
One reason things are going well so far is that there’s another big element of liquidity on the Fed’s balance sheet — the reverse repo facility. Known as RRP, money-market funds have used it to park cash. And that account stands at more than $1.8 trillion. ...
Given the steady anecdotal buzz surrounding the deterioration of the commercial real estate market, it is difficult to expect a rapid reversal of these trends. In short, if you think credit markets are still under stress, as the Fed certainly does, and are worried about the availability of cr...
broad interest rate trends, and economic growth. However, except for the shortest duration interest rates, there's nomechanismby whichFed actionshave a dominant effect on these. The Fed may have apsychologicaleffect by dictating where it thinks short-term interest rates should be, but the whole...
Such trends are often considered contrarian—in other words, when everybody is doing one thing, that usually means the opposite is likely to occur. At this point my hope would be now that they've taken the dollar way down low, now that they're putting so much money out on the street ...
Stock picks and investing trends from CNBC Pro: Morgan Stanley's Slimmon says the U.S. infrastructure sector is 'very powerful,' names stock pick "They did more than talk about this. Obviously, there was a fairly lengthy discussion. This was a pretty serious conversation," Kathy Jones, chi...
Click here for a free issue of The Kiplinger Letter or to subscribe for the latest trends and forecasts from our highly experienced Kiplinger Letter team. The Fed cut short-term interest rates by a quarter-point on December 18, but it also threw the financial markets into a tizzy by ...
And relatedly, one of the welcome trends over the last couple of years has been labor market steam coming out through job openings, falling rather than job losses. Do you think that trend has further to run? Or do you see risk that further labor market cooling will have to come through ...