You are right bro! There is an interesting screenshot of mine)
Post
Proekt_73
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Whatever anyone says, the situation with the balance of the US Federal Reserve clearly changed as of December 12.
The break started precisely in December. By the end of the month, the system saw a rapid increase in the balance to levels from August, effectively reversing four months of decline in just one month. Then, at the beginning of January, the balance decreased, but after that, it has been growing for four consecutive weekly reports. This week, the report noted an increase in the balance of $18.341 billion. On the overall balance chart since 2003, this growth from December is still a small spike. But the main point is that the trend vector has been established.
The balance is now clearly starting to show sustainable growth. And this is in conditions where, let us remind you, quantitative easing (QE) has not even begun to take effect. Currently, what is in action is hidden quantitative easing. Here, the purchase of short-term Treasury bills is being used to expand the balance.
The Fed has not only finally stopped withdrawing liquidity from the system (which in itself is a plus for risky assets in the long run), but is also gradually returning it. We will not see the results of this today or tomorrow. However, with a high degree of probability, we will see it within the framework of 2026.
The break started precisely in December. By the end of the month, the system saw a rapid increase in the balance to levels from August, effectively reversing four months of decline in just one month. Then, at the beginning of January, the balance decreased, but after that, it has been growing for four consecutive weekly reports. This week, the report noted an increase in the balance of $18.341 billion. On the overall balance chart since 2003, this growth from December is still a small spike. But the main point is that the trend vector has been established.
The balance is now clearly starting to show sustainable growth. And this is in conditions where, let us remind you, quantitative easing (QE) has not even begun to take effect. Currently, what is in action is hidden quantitative easing. Here, the purchase of short-term Treasury bills is being used to expand the balance.
The Fed has not only finally stopped withdrawing liquidity from the system (which in itself is a plus for risky assets in the long run), but is also gradually returning it. We will not see the results of this today or tomorrow. However, with a high degree of probability, we will see it within the framework of 2026.