The Unwinding of the Fed Balance Sheet and Reserve Scarcity

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The Unwinding of the Fed Balance Sheet and Reserve Scarcity

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Episode 125 of the Federal Reserve Podcast with Fexingo examines a quiet but consequential shift in monetary policy: the Fed's ongoing balance sheet reduction, or quantitative tightening, and its potential to create reserve scarcity in the banking system. With the effective federal funds rate at 3.63% and interest on reserve balances at 3.65%, the gap is razor-thin—signaling that reserves are getting less abundant. Hosts Lucas and Luna explore recent data from the Fed's weekly H.4.1 release, the dynamics of the overnight repo market, and the lessons of September 2019, when reserves suddenly became scarce and repo rates spiked to 10%. They discuss how the Fed is now signaling a slower pace of QT, possibly ending later this year, and what that means for markets and the economy. The episode ties in the current yield curve inversion (2-year at 3.71%, 10-year at 4.54%) and the stock market's recent wobbles as signals of tightening financial conditions. No ads, just clear analysis. #FederalReserve #QuantitativeTightening #BalanceSheetReduction #ReserveScarcity #MonetaryPolicy #FOMC #InterestRates #RepoMarket #FedFundsRate #SeventeenPercent #TreasurySecurities #QT #Liquidity #FinancialConditions #YieldCurve #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

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