Central Banks
Updating Central Banks’ Balance Sheets
Updating Central Banks’ Balance Sheets
Updating the growth in central bank balance sheets... Read More
Tag Archives: Central Banks
Central Banks
Is Another Disappointing Payroll Report Coming?
Is Another Disappointing Payroll Report Coming?
Posted By Jim Bianco
Today, September 13, starts the payroll survey week, and with it a critical metric for the Fed's taper decision. COVID and Hurricane Ida could produce yet another disappointing report, further stalling the Fed's tapering plans.... Read More
Central Banks
Are Banks Hitting Their Limit at Fed’s Repo Facility?
Are Banks Hitting Their Limit at Fed’s Repo Facility?
Posted By Greg Blaha
Minutes from the July FOMC meeting suggested the Fed stands ready to raise the $80 billion per counterparty limit on its reverse repo facility.... Read More
Central Banks
Jackson Hole Preview
Jackson Hole Preview
Posted By Jim Bianco
During tomorrow's Jackson Hole Symposium, we will be focusing on a secondary aspect to Powell's speech. What kind of off-ramps will he lay out to give the Fed some wiggle room?... Read More
Central Banks
Central Banks’ Balance Sheets
Central Banks’ Balance Sheets
Updating the growth in central bank balance sheets... Read More
Central Banks
Treasury Issuance vs. Fed Purchases
Treasury Issuance vs. Fed Purchases
A look at Fed purchases versus Treasury issuance during QE1 and QE2... Read More
Central Banks
Central Banks’ Balance Sheets
Central Banks’ Balance Sheets
Posted By Greg Blaha
Updating the growth in central bank balance sheets... Read More
Central Banks
Inflation Uncertainty at the FOMC
Inflation Uncertainty at the FOMC
Fed officials reported upside risk to inflation in the most recent Summary of Economic Projections. However, this comes amidst a high degree of uncertainty.... Read More
Central Banks
Central Banks’ Balance Sheets
Central Banks’ Balance Sheets
Posted By Greg Blaha
Updating the growth in central bank balance sheets... Read More
Central Banks
I Trumps R
I Trumps R
Posted By Jim Bianco
The Fed shifted to a more hawkish stance yesterday. Was this change of heart based on reflation (real growth) or inflation?... Read More
Central Banks
Updating the Fed’s Footprint in the Markets
Updating the Fed’s Footprint in the Markets
Posted By Greg Blaha
How big are the Fed's holdings of bonds, notes, bills, TIPS, MBS, agencies, and FRNs in relation the outstanding market?... Read More
Central Banks
Central Banks’ Balance Sheets
Central Banks’ Balance Sheets
Posted By Greg Blaha
Updating the growth in central bank balance sheets... Read More
Central Banks
Bidding the Fed’s Emergency Facilities Adieu
Bidding the Fed’s Emergency Facilities Adieu
Posted By Greg Blaha
As of March 31, the Fed will close most of its remaining 13(3) emergency facilities. Only the paycheck protection program will remain.... Read More
Central Banks
Takeaways From the FOMC Meeting
Takeaways From the FOMC Meeting
Yesterday the Fed reiterated its stance on keeping rates at zero. Powell may have also let the cat out of the bag regarding an upcoming announcement on the supplemental leverage ratio.... Read More
Central Banks
Central Banks’ Balance Sheets Continue to Grow
Central Banks’ Balance Sheets Continue to Grow
Posted By Greg Blaha
Updating the growth in central bank balance sheets... Read More
Central Banks
Breaking Down the Fed’s Portfolio by Maturity
Breaking Down the Fed’s Portfolio by Maturity
Posted By Greg Blaha
The portion of the Fed's balance sheet with less than a year to maturity grew during the latest round of stimulus.... Read More
Central Banks
Updating Central Banks’ Balance Sheets
Updating Central Banks’ Balance Sheets
Posted By Greg Blaha
Updating the growth in central bank balance sheets... Read More
Central Banks
How Big Is the Fed’s Footprint?
How Big Is the Fed’s Footprint?
Posted By Jim Bianco
How big are the Fed's holdings of bonds, notes, bills, TIPS, MBS, agencies, and FRNs in relation the outstanding market?... Read More
Central Banks
Checking in on the Fed’s Emergency Facilities
Checking in on the Fed’s Emergency Facilities
Posted By Greg Blaha
The Main Street Lending Facility and Muni Liquidity Facility both saw a last-minute surge in activity as they came to a close near year-end.... Read More
Central Banks
Tallying the Fed’s Pandemic Purchases
Tallying the Fed’s Pandemic Purchases
Posted By Greg Blaha
Tracking the Fed's Treasury, MBS, and TIPS purchases since March... Read More