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Rates Spark: A Fed Chair walked into a bar
Since the Fed re-ignited its bills-buying programme, some $65bn has been added. Total bills holdings are now at almost $260bn. Over the same period, some $20bn of MBS has rolled off the balance sheet. Latest data also show a rise in government bond holdings. All in all, in net terms, there has been a $55bn build in the Fed’s holdings of securities since mid-December 2025. That has been partly offset by a rise in the Treasury cash balance through tax inflows. It leaves bank reserves at around $3tr. And, importantly, repo conditions have calmed. The Fed will be happy with this outcome, as the genesis of the renewed ... (full story)
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- Jan 27, 2026 4:12pm Posted byFundamental Analysis11,911
