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

Sharing is Caring!

“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  Let’s be honest: the only reason anybody feels optimistic is because of equity prices. The economy itself is deteriorating fairly quickly now.
See also  Demand At Food Banks Has Soared To Record Levels All Over The United States

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

 

h/t EwokTusk