Yet it’s the makeup of the Fed’s balance sheet and not the “size that matters,” according to Becker. “The composition of the balance sheet today is likely suppressing 10-year [Treasury ...
Would someone please ask Federal Reserve Chair Jerome Powell when he plans to stop shrinking the central bank's balance sheet? That's an item that Bret Barker, co-head of global rates at TCW, said ...
Investors aren't expecting much on the rates front at next week's Federal Reserve meeting, but there's clearly renewed focus on it's $6.8 trillion balance sheet. "I want to be very clear up front, the ...
Furthermore, the Fed's holdings are weighted towards longer duration assets, which continues to push down long-term interest rates. "I would prefer to shift the composition of our balance sheet ...