Fed balance sheet ticks up. Bitcoin in freefall. Silver bounces back
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Fed Debates Whether a $6 Trillion Balance Sheet Is Ample
Authored by Mike Shedlock via mishtalk, At its latest FOMC meeting, the Fed discussed the ampleness of $6 trillion. Increasing Definition of Ample In January of 2007, prior to the Great Recession, the Fed’s total balance sheet was under $875 billion. And the Fed held no mortgage backed securities (MBS). That was considered ample. January …
100% Loan Losses Loom as Fed Shrinks Balance Sheet- Banks on the Brink
“The Fed playing God with the US economy and trying things they weren’t sure would work,” says Chris Whalen, chairman of Whelan Global Advisors. In today’s interview with Daniela Cambone, Whalen criticizes the Fed’s unconventional monetary policies—particularly the low interest rates and quantitative easing implemented during COVID. Now, the Fed is reversing some of that …
Bank of Japan cuts balance sheet at record speed with bond selloff slashing assets to lowest level since 2020
The Bank of Japan is shrinking its balance sheet at a record pace: The Bank of Japan’s bond holdings dropped by -6.2 trillion Yen in Q1 2025, the most on record. Over the last 5 quarters, the BoJ's holdings have now declined by -14.2 trillion Yen. As a result, the BoJ's… pic.twitter.com/JJjLSzhyka — The Kobeissi …
FTC offers simple budget fix for overworked households, printable sheet saves hours and prevents spending confusion
Budgeting is not hard. Finding a decent, honest budgeting sheet is. Most people searching for one end up on some sketchy website. Popups asking for your email. Templates that promise ease but deliver blank boxes and confusion. Some cost money. Some come with trackers. Others bury you in categories you don’t even need. So what …
Nvidia reportedly considering adding Bitcoin to its balance sheet… Desperate move?
It’s a desperate move. If their core business were solid, they wouldn’t need to hype it up by adding Bitcoin to make it more attractive. This is a sign of the AI bubble bursting. — Citizen Watch Report (@Citizenwatchrep) May 5, 2025 Nvidia, a leading technology company, is being speculated to consider a strategic allocation …
FED MINUTES: SEVERAL PARTICIPANTS SUGGEST HALTING OR SLOWING BALANCE SHEET REDUCTION PENDING DEBT CEILING RESOLUTION
Fed Minutes (January 2025) Fed can maintain policy at restrictive level if economy strong Several participants suggest halting or slowing balance sheet reduction pending debt ceiling resolution Two participants believe risks to achieving inflation mandate outweigh risks to employment mandate Most participants judged risks to dual mandate objectives were roughly in balance Fed wants further …
The Green Slime Effect! House Price Index Up 3.8% YoY In November As Fed Funds Rates Remain High (Fed Balance Sheet Remains Elevated)
by confoundedinterest17 One reason that US home prices remain high (and unaffordable for many) is The Federal Reserve (aka, The Green Slime). Former Fed Chair (and Biden’s Treasury Secretary is no Luciana Paluzzi, the Italian beauty from the James Bond film Thunderball. Yellen is just a far-left economic hack. Look at the Case-Shiller national home price index …
$600B TGA spend-down, RRP drying up, DXY ripping. Fed balance sheet still running down.
Investors should brace for possible shifts as the tightening continues, with bigger moves on the horizon. RRP nearly drained pic.twitter.com/wIFR4J106L — Max Anderson (@MaxAnderson) January 23, 2025 DXY ripping (drives down global liquidity) pic.twitter.com/ZK32fgsPeW — Max Anderson (@MaxAnderson) January 23, 2025
The Fed’s balance sheet is now down 23.8% since its peak. $TLT call options volume was the 2nd highest in history on Wednesday
The Fed's balance sheet is now down 23.8% since its peak. pic.twitter.com/r8nxZ4AJHu — Augur Infinity (@AugurInfinity) January 17, 2025 $TLT call options volume was the 2nd highest in history on Wednesday 🚨 pic.twitter.com/2DcZ7eMUGf — Barchart (@Barchart) January 17, 2025 I highly recommend you watch @TruthGundlach full 1hr video from today. I've clipped it down to …
China’s central bank grew its balance sheet by $560 billion in four months; Fed remains stagnant.
Notice the set-up. One of these two central banks' balance sheets is growing…and it isn't the Fed. The People's Bank of China has increased its balance sheet by $560 billion in four months. That is a 9.4% jump. Feel free to ignore it. pic.twitter.com/3toz8nvh8Z — Jeff Weniger (@JeffWeniger) October 19, 2024
US Households now have 42% of their financial assets in stocks (the highest ever). In the meantime the Fed’s balance sheet shows the largest drawdown on record
Now would be a good time for the old rug pull. h/t Perfect_Alarm_2141
Gold prices near $2,500/oz might become a floor…. Chinese gold buyers are back… for the first time in a while the Fed’s balance sheet is now expanding
#GOLD price just started to inhaling the negative tendance in US employment, which will probably induce more aggressivity of FED on rate cut. https://t.co/Bayd8BMOQj — constantin savin (@savinfamily) August 21, 2024 Chinese gold buyers are back… China issues new gold import quotas after pause after two-month pause. Several Chinese banks have been given new gold …
BTFP’s loan repayments drain market liquidity; bank stocks stable due to balance sheet optics.
The #BTFP is currently being drained as banks have to pay back their loans. This is now draining liquidity out of the markets. Here is what it means going forward and why the bank stocks have not fully crashed yet: The Bank Term Funding Program (BTFP) allows banks to borrow… pic.twitter.com/rxD21yDYhJ — The Coastal Journal …
Federal Reserve slashes balance sheet; analysts foresee market downturn amid liquidity drop.
The Federal Reserve has significantly reduced its balance sheet. Some analysts predict a market downturn due to the decrease in liquidity, which has been exacerbated by 11 interest rate hikes that typically take 18 months for the market to digest. h/t theSilverVigilante
Fed Balance Sheet Reveals It Was a Half-Hearted Inflation Fight
via Mike Maharrey: It appears more and more likely that the Federal Reserve is poised to completely abandon any pretense of fighting inflation, despite the fact CPI remains well above the 2 percent target. The Fed has already paused interest rate hikes, and most analysts expect rate cuts later this year. Now, the financial news networks …
Taper Tantrum? Bank Credit Growth Negative For 26th Straight Week As Fed Plans End Of QT (Fed’s Balance Sheet Remains Enormous!!)
by confoundedinterest17 Oh Susie QT. The Fed loves you. And The Fed has put a spell on the economy. Where do we sit today? Bank credit growth has been negative for the last 26 weeks. As M2 Money growth has stalled. What will The Fed do? While the FOMC may start the discussions around tapering QT …
Japanese Yen’s Disastrous Fall: Worth Less Than a Single Sheet of Toilet Paper
The Japanese yen has been toast. It’s been a few years since they surpassed the toilet paper threshold. 1 sheet of toilet paper was worth more than 1 yen, meaning you could save money by wiping your a$$ with money. https://duckduckgo.com/?q=yen+to+usd&t=brave&ia=currency The yen's weakness is not only evident to MYR, but all currencies in general, …
A recently divorced woman w/2 children shared her monthly budget sheet on FB & it went viral.
A recently divorced woman w/2 children shared her monthly budget sheet on FB & it went viral. I repost these because it’s perspective on the median & mean. Social media focuses on the fake and the .1%. pic.twitter.com/O6LLmG8kOb — Don Johnson (@DonMiami3) November 2, 2023 pic.twitter.com/77QasllTuD — Don Johnson (@DonMiami3) November 2, 2023 I got …
JPMorgan Chase Has Lost a Quarter Trillion Dollars in Deposits in Last 7 Quarters — Fortress Balance Sheet or Leaky Sieve?
On May 1, the Federal Deposit Insurance Corporation announced that First Republic Bank had failed and that it was being sold to JPMorgan Chase. At the time, JPMorgan Chase was already the largest and riskiest bank in the United States. The sweetheart deal the bank got from the FDIC to take over First Republic included …
Going Down! Realtors Weekly Active Inventory Down 2.7% YoY, New Listings Down 4.4% YoY As Fed Threatens More Rate Hikes (Fed Balance Sheet Remains At Near $8 TRILLION)
by confoundedinterest17 Going down! The US housing market, that is! Federal Reserve Jerome Powell said at the luncheon in New York City that “Inflation is still too high”, meaning that rate cuts are on hold and maybe a rate hike or two may come. According to the National Association of Realtors, • Active inventory declined, with for-sale homes …
Last week, the Fed’s balance sheet plunged by almost $75BN last week, its biggest weekly drop since July 2020.
A total bloodbath in Treasury notes, bonds, and mortgage-back securities again: Here is a reminder that these instruments account for over 80% of the Federal Reserve's balance sheet. If they were to be reevaluated using a mark-to-market methodology, the Fed's assets could be… pic.twitter.com/x0YNQez2iJ — Otavio (Tavi) Costa (@TaviCosta) September 25, 2023 That doesn’t change …
Roman silver denarius vs FED’s balance sheet
by InternationalTop2405 The more the denarius was diluted, the more coins were in circulation. The more the dollar is diluted, the more currency units are in circulation.
UK: If a second financial crisis broke today, we could not put the public balance sheet behind our banking system without expecting a run on the pound.
We cannot live with a decade of more of the same. Britain is extremely vulnerable to any mishap – a crack in the housing market, a crisis in the financial markets, another energy crisis. https://www.theguardian.com/commentisfree/2023/aug/13/uk-stop-kidding-ourselves-rich-nation-gone-bust
How To Stop Inflation Without A Recession? Slow Federal Spending And Shrink The Fed Balance Sheet (Return To Demand Economy From Obama/Biden’s Command Economy)
by confoundedinterest17 Inflation is a killer to the middle class and low-wage worker. Yet there are always apologists for terrible Federal spending and Federal Reserve monetary policies. Like Alex Bereson with his “How we stopped inflation without a recession (hint: by not stopping inflation).” Before I look at Berenson’s plea for more inflation, let’s see where …
Otavio (Tavi) Costa: ‘The Fed continues to pretend that it can shrink its balance sheet size and watch the cost of government debt rise, all while the US grapples with a 12% twin deficit.’
In the meantime: The Fed continues to pretend that it can shrink its balance sheet size and watch the cost of government debt rise, all while the US grapples with a 12% twin deficit. After marking the end of a 40-year bull market in Treasuries, this upward move in 10-year… pic.twitter.com/DovYOOrn1a — Otavio (Tavi) Costa …
Bidenomics! M2 Money Velocity Rises … To Almost Pre-Covid Levels, Fed Balance Sheet Remains Above $8 TRILLION (Biden Energy Secretary Secretly Consulted Top Chinese Energy Official Before SPR Release, Sales To Hunter Biden-Linked Chinese Energy Giant)
by confoundedinterest17 I wonder which season the US economy is in, according to President “Chance the Gardener” Biden. If you believe the recovery talk (from the reckless Covid economic and school shutdowns of 2020), all is well in the (economic) garden. For example, M2 Money Velocity (GDP/M2), is almost back to where it was just …
