Is the $95B Fed Shrinkage priced in?

Attached: fed-shrink2.png (1373x805, 71.5K)

Memeconomy 101

The fact it won't happen is priced in, have you checked the 10 years yield? Who do you think bought all that debt in the last week?

Who cares stfu

how many dumped bitcoins does that mean? how much crypto is on FED's balance sheeT?

This, the market knows the Fed is lying.

so basically pic related

Attached: bulls.png (1604x867, 353.6K)

But he's literally not doing it, the bulls are correct.

its equivalent to around 100 basis points. what could happen is the fed doesnt need to raise the Fed Funds rate itself to 4 or 5%, they could go to 3 or 4 and lets the balance sheet runoff cause rates to rise from not repurchasing debt securities.

The problem is they're not dumping (enough). They're setting us up for more pain down the road.

Soon the monkeypoz outbreak will give them a reason to throw up their hands and go
>sorry, we have to lockdown and stimulate the economy now
>moneyprinter goes brrrrr

itll be ramp up faster in september

Printing money doesn't matter not when ur the #1 country/ banker

they are shrinking as they told

>they're not dumping (enough)
they will in the upcoming months

>they're not dumping (enough)
The H1 performance of US bond+equities portfolio is the worst in history. Are you completely psychotic? Did you expect them to hike straight to 9% or something?

this thing is done and the evidence is how short time horizons are now.
more spending on the way

it is impossible for there to be rate hikes, QT and a budget deficit at the debt levels that exist at every facet of the economy, it is simply not possible
one or more has to give and everybody knows it
they lied about the pace of QT already and in reality are doing stealth qe through the repo facilities already
jsut look at the joke that is the ecb, they announce rate hikes and simultaneously massive qe antifragmentation, the market laughed in their faces
same will happen with the fed

in a $25,000B economy?

yes but only until 2024

>through the repo facilities already
how?4s084