Fed pivoting their balance sheet strategy while inflation is still 6% year-over-year

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“We need to keep raising rates until something breaks and inflation eases”

<Something breaks>

“Wait wait no, not that thing.”

It’s very important that inflation is brought into check by poor people losing their jobs. Not rich people losing their deposits.

NEW Banking Crisis In One Chart, Inflation=Fed Rate Hikes=Treasury/MBS Duration Increases=Bond Loss

So, the Biden Administration made a horrible error by guaranteeing deposits at Silicon Valley Bank for deposits over $250,000. Essentially, Biden bailed out big tech that kept their deposits at SVB.

See also  Trump and RFK created websites for the people to voice their opinion on people the government is hiring and suggesting potential policies

New York Times: “Low Rates Were Meant to Last. Without Them, Finance Is In for a Rough Ride.”

 

h/t EwokTusk


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