Blogs - balance sheet

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Macro policy vs Covid-19 - Has policy done enough?

26 May 2020 - Dario Perkins

The recovery in investor sentiment since March has been impressive (even puzzling...). Back then, as the global economy entered lockdown, a “flight-to-safety” rapidly became disorderly, leading to an outright.

#Central Banks #Balance Sheet #Dario Perkins #Fiscal Policy #coronavirus

Fed policy pivots to the 10 year

22 May 2020 - Steven Blitz

Once the Fed started buying mass sums to support markets, we began writing that policy was locked into using the balance sheet to manage rates and the yield curve. Reading the April FOMC minutes, we see that this has.

#Federal Reserve #Balance Sheet #FOMC #Yield curve #Steven Blitz

Fed's new role - Treasury's bank

31 Mar 2020 - Steven Blitz

The Fed ramped up its balance sheet by over $500bn in the past week to $5.3trn (it was $4.2trn a month ago), to support its first line efforts to keep markets liquid and reduce the dollar’s scarcity value through swap.

#Federal Reserve #Balance Sheet #Steven Blitz

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