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Analysis-Fed s balance sheet endgame may play out over a longer-than-expected horizon

Federal Reserve officials are keen to start debating their balance sheet run-down endgame, but benign market conditions, recent central banker comments and bond dealer estimates now suggest the process may run longer than previously thought. One factor driving the rethink is a puzzling bout of better-than-expected liquidity conditions in U.S. short-term financing markets that has for now at least forestalled a run of volatility that some on Wall Street had expected to force the Fed's hand into stopping the balance sheet shrinkage effort known as quantitative tightening. On top of that, minutes of the Fed's most recent meeting in January showed some policymakers interested in an extended slowdown in the pace of shrinkage - a tapering - that could actually allow QT to proceed for a longer period.

Fed s balance sheet endgame may play out over a longer-than-expected horizon

Federal Reserve officials are keen to start debating their balance sheet run-down endgame, but benign market conditions, recent central banker comments and bond dealer estimates now suggest the.

Repo s Era of Calm Is Over as Fed Pullback Reignites Volatility

(Bloomberg) The era of calm in short-term funding markets is over. Most Read from BloombergPutin Shames Gilded Elite After ‘Almost Naked’ Party ScandalS&P 500 Bulls Drive Longest Weekly Win Since 2004: Markets WrapPutin Forced to Relocate Ships in Crimea After Ukraine StrikesMaine Bars Trump From State’s 2024 Presidential Primary BallotL’Oreal Heir Francoise Bettencourt Meyers Becomes First Woman With $100 Billion FortuneAfter roughly four years of orderly trading when banks and fund managers

US short-term financing rate spikes as dealers close books for 2023

By Davide Barbuscia NEW YORK (Reuters) - A measure of the cost of borrowing short-term funds backed by U.S. Treasuries spiked this week to its highest.

US short-term financing rate spikes

US short-term financing rate spikes
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