Unofficial quantitative easing begins on Monday.
This is so bullish.
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TL;DR the Fedโs balance sheet will expand and that will increase USD liquidity.
Hereโs the correlation between US liquidity +
#Bitcoin
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@WOLF_OF_NOR
this shows that the Fed / US gov show more weight in support for banks then they do in fighting inflation right now.
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@tedtalksmacro
Was there even QT? Fed balance sheet looks very flat over last couple of months
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@tedtalksmacro
Ted you're one of the top3 accounts on Crypto Twitter by far. Thank you for all you're doing
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@tedtalksmacro
What do you make of this Ted
In all seriousness, the fact that bonds on bank balance sheets can be valued at par for this new loan facility means the Fed can and will continue to go full speed ahead on rate hikes.
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@Dave30588363
Would go against this move entirely imo.
Fed want to reassure the market right now, clearly and that doesnโt come from additional hikes.
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@tedtalksmacro
Fed balance sheet to rise, great for short term markets. But regional banks going to keep bleeding until curve steepens, fed will need to cut later in the year
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Here's a video to explain:
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