Free Republic
Browse · Search
News/Activism
Topics · Post Article

Skip to comments.

Analysis-Fed faces balance sheet dilemma as U.S. economy slows
https://stocks.apple.com/AJ3xo20VrQP-3RruXeocr8A ^ | August 15, 2022 | Gertrude Chavez-Dreyfuss

Posted on 08/15/2022 12:50:43 PM PDT by John W

NEW YORK (Reuters) - With the recent slowdown in inflation, the Federal Reserve is faced with a conundrum ahead of a plan next month to double the rate at which it is shrinking its massive $8.9 trillion balance sheet.

The move to accelerate quantitative tightening (QT), as it’s referred to, is meant to further drain pandemic-era stimulus from the financial system and increase borrowing rates for long-dated assets to weaken inflation.

But that is taking place as the U.S. central bank pushes ahead with interest rate hikes to tame stubbornly high inflation, which is currently running at more than three times the Fed’s 2% target.

The double tightening, however, makes it harder for the Fed to achieve a “soft landing” in which the economy slows but avoids a recession. With some investors believing the economy is already in a recession, speculation has grown that if something has to give, it could be the pace at which QT unfolds. The odds, however, remain long that the Fed would change its plan in the near term, some bond investors say.

“There is some latitude for the Fed to either eventually go on a slow trajectory on quantitative tightening or even end earlier than expected. But it is hard to know (as to how) the Fed balances things out,” said Yung-Yu Ma, chief investment strategist at BMO Wealth Management in Dallas.

“At what point does the Fed view that financial conditions have tightened enough? That’s nebulous ... and you don’t really know until after the fact if you have gone too far.”

(Excerpt) Read more at stocks.apple.com ...


TOPICS: Business/Economy; News/Current Events
KEYWORDS: bideneffect; bidenomics; creepstate; deepstate; policestate; saxxonwoods; singlepartystate
Navigation: use the links below to view more comments.
first 1-2021-37 next last

1 posted on 08/15/2022 12:50:43 PM PDT by John W
[ Post Reply | Private Reply | View Replies]

To: John W
With the recent slowdown in inflation,

Stopped reading right there.

2 posted on 08/15/2022 12:52:17 PM PDT by frogjerk (I will not do business with fascists)
[ Post Reply | Private Reply | To 1 | View Replies]

To: frogjerk

(With the recent slowdown in inflation

Stopped reading right there)

Yeah.


3 posted on 08/15/2022 12:53:43 PM PDT by SaveFerris (Luke 17:28 ... as it was in the days of Lot; they did eat, they drank, they bought, they sold ......)
[ Post Reply | Private Reply | To 2 | View Replies]

To: SaveFerris

An apple that was increasing at 10% per annum is now only increasing at 9.9%. THAT is the stunning analysis one is getting from the NYT. I’m so happy that inflation is slowing down. Problem solved. (sarc)


4 posted on 08/15/2022 12:56:42 PM PDT by Sam Gamgee
[ Post Reply | Private Reply | To 3 | View Replies]

To: John W

5 posted on 08/15/2022 12:57:00 PM PDT by millenial4freedom (The Democrat Party thinks men can menstruate! How can it possibly be right about everything else?)
[ Post Reply | Private Reply | To 1 | View Replies]

To: John W

Reduce government salaries until the budget balances. Easy and fair solution.


6 posted on 08/15/2022 12:57:00 PM PDT by MtnClimber (For photos of Colorado scenery and wildlife, click on my screen name for my FR home page.)
[ Post Reply | Private Reply | To 1 | View Replies]

To: Sam Gamgee

They’re so desperate to spin


7 posted on 08/15/2022 12:57:38 PM PDT by SaveFerris (Luke 17:28 ... as it was in the days of Lot; they did eat, they drank, they bought, they sold ......)
[ Post Reply | Private Reply | To 4 | View Replies]

To: SaveFerris

Slowdown in lies but still lies?


8 posted on 08/15/2022 12:59:39 PM PDT by ActresponsiblyinVA
[ Post Reply | Private Reply | To 7 | View Replies]

To: John W

“The move to accelerate quantitative tightening (QT), as it’s referred to, is meant to further drain pandemic-era stimulus from the financial system and increase borrowing rates for long-dated assets to weaken inflation.”

That’s a full blown admission that libtards caused inflation with out of control giveaways.

For those that have eyes to see


9 posted on 08/15/2022 1:00:09 PM PDT by NWFree (Somebody has to say it 🤪)
[ Post Reply | Private Reply | To 1 | View Replies]

To: ActresponsiblyinVA

As long as the sheep 🐑🐑🐑 don’t believe their lying eyes on high gas ⛽ prices and high food prices.


10 posted on 08/15/2022 1:01:39 PM PDT by SaveFerris (Luke 17:28 ... as it was in the days of Lot; they did eat, they drank, they bought, they sold ......)
[ Post Reply | Private Reply | To 8 | View Replies]

To: SaveFerris; frogjerk

“stopped reading right there”

Why? The rate of inflation rise has slowed, the sentence is correct.


11 posted on 08/15/2022 1:09:25 PM PDT by SaxxonWoods (The only way to secure your own future is to create it yourself.)
[ Post Reply | Private Reply | To 3 | View Replies]

To: John W

The federal government couldn’t even pay 10% interest on its debt and remain solvent if all of its income was spent on that debt. As the old debt matures and has to be replaced the result is going to be catastrophic.


12 posted on 08/15/2022 1:09:30 PM PDT by Revel
[ Post Reply | Private Reply | To 1 | View Replies]

To: SaxxonWoods

Yes but it’s still spinning.

Sure gas is $3.35 now and had been 4.89.

That “slowing” is supposed to make me feel better even though gas was $2.18 at the end of President Trump’s term?

Comes off that way with “slowing” - meanwhile food prices are still climbing.


13 posted on 08/15/2022 1:12:42 PM PDT by SaveFerris (Luke 17:28 ... as it was in the days of Lot; they did eat, they drank, they bought, they sold ......)
[ Post Reply | Private Reply | To 11 | View Replies]

To: SaxxonWoods

It “slowed” down from 9.1% to 8.7% YoY for one month. While it is technically correct they are pushing a false narrative that Diaper Joe somehow caused this insignificant .4% statistical blip.


14 posted on 08/15/2022 1:17:51 PM PDT by frogjerk (I will not do business with fascists)
[ Post Reply | Private Reply | To 11 | View Replies]

To: SaveFerris

Gas prices are down substantially. From $4.99 to $3.89 in my location. That’s down 22%.

That’s because oil prices are down, and oil affects almost everything we buy. So, things are improving, even though it seems to be against your wishes.


15 posted on 08/15/2022 1:24:48 PM PDT by SaxxonWoods (The only way to secure your own future is to create it yourself.)
[ Post Reply | Private Reply | To 10 | View Replies]

To: frogjerk

I don’t care about the Biden administration’s expected false narrative. I operate in reality. Prices will improve for most everything going forward because the oil price affects everything. The price is down from $120 (WTI) to $88.94.

That’s 25.8% worth of price improvement.

I think it’s temporary but at least enjoy it while you are getting it.


16 posted on 08/15/2022 1:28:59 PM PDT by SaxxonWoods (The only way to secure your own future is to create it yourself.)
[ Post Reply | Private Reply | To 14 | View Replies]

To: SaxxonWoods

Improving?

Ha. Probably the shock is reducing consumption.

When Depression II hits prices on some things will come down.


17 posted on 08/15/2022 1:32:10 PM PDT by SaveFerris (Luke 17:28 ... as it was in the days of Lot; they did eat, they drank, they bought, they sold ......)
[ Post Reply | Private Reply | To 15 | View Replies]

To: SaxxonWoods

(even though it seems to be against your wishes.)

Please.

If this disaster of an administration hadn’t occurred we’d be much better off with President Trump’s policies.

And maybe not sold SPR to the Chinese like Joe.


18 posted on 08/15/2022 1:34:49 PM PDT by SaveFerris (Luke 17:28 ... as it was in the days of Lot; they did eat, they drank, they bought, they sold ......)
[ Post Reply | Private Reply | To 15 | View Replies]

SPR oil I mean.


19 posted on 08/15/2022 1:35:14 PM PDT by SaveFerris (Luke 17:28 ... as it was in the days of Lot; they did eat, they drank, they bought, they sold ......)
[ Post Reply | Private Reply | To 18 | View Replies]

To: SaveFerris

No, you are happy only when everything is bad, so in your mind, everything is bad. Inflation has to START down before it can GET down.

You would happier if it kept going up.


20 posted on 08/15/2022 1:36:07 PM PDT by SaxxonWoods (The only way to secure your own future is to create it yourself.)
[ Post Reply | Private Reply | To 17 | View Replies]


Navigation: use the links below to view more comments.
first 1-2021-37 next last

Disclaimer: Opinions posted on Free Republic are those of the individual posters and do not necessarily represent the opinion of Free Republic or its management. All materials posted herein are protected by copyright law and the exemption for fair use of copyrighted works.

Free Republic
Browse · Search
News/Activism
Topics · Post Article

FreeRepublic, LLC, PO BOX 9771, FRESNO, CA 93794
FreeRepublic.com is powered by software copyright 2000-2008 John Robinson