-
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)
- Comments / Top
- Subscribe
-
- Older Stories
From @DeItaone|Jan 27, 2026|12 commentsTRUMP: WE WILL FIND ANOTHER WAY IF THE SUPREME COURT STRIKES TARIFFS. TARIFFS HAVE BEEN INDISPENSABLE TOWARD SUCCESS
From zerohedge.com|Jan 27, 2026|1 commentWinter storm Fern is mostly over, its resulting damage, however, will linger for a long time. To assess the economic impact of the brutal winter storm, BofA chief economist Aditya ...
From @financialjuice|Jan 27, 2026|1 commentUS Trade Representative Greer on South Korea: I am in touch with Seoul after Trump's threat. US Trade Representative Greer: India has made a lot of progress weaning off Russian oil. US Trade Representative Greer: The US is still imposing a 50% tariff rate on Indian goods.
-
- Newer Stories
From youtube.com/whitehouse|Jan 27, 2026|7 commentsClive, IA
From kitco.com|Jan 27, 2026It’s no surprise that central banks and sovereign wealth funds are pivoting away from Treasuries and towards gold, and history shows that the present moment is a perilous one, ...
From @FirstSquawk|Jan 27, 2026|11 commentsTRUMP: WILL ANNOUNCE FED CHAIR SOON; INTEREST RATES WILL COME DOWN AFTER NEW FED CHAIR. TRUMP: WANTS TO KEEP HOME VALUES HIGH FOR CURRENT OWNERS; WILL KEEP HOMEOWNERS RICH; STRENGTHENING FANNIE MAE AND FREDDIE MAC. *TRUMP: ARMADA FLOATING BEAUTIFULLY TOWARD IRAN
- Story Stats
- Jan 27, 2026 4:12pm Posted byFundamental Analysis11,910
