FRED:WALCL   Balance Sheet: Assets: Total Assets: Total Assets (Less Eliminations from Consolidation): Wednesday Level
I see a lot of "Experts" out there all excited and trying to push another ill-informed
narrative that the rise of FED's balance sheet is expanding in the same way as it did
during COVID.

Sorry, not even close! Don't fall for that stuff.
تعليق:
As mentioned back in March The sudden spike in QE was not the same as it was during COVID. As you can all see today that was the correct analysis. and it has since reverted back down.

Another Great call!
تعليق:
Normalizing QE continues at a steady pace.

Real Macro Economic Investing
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