Why The Fed’s Balance Sheet Matters

In other words, it will likely require a substantially larger correction than what we have just seen to bring “QE” back into the game. Unfortunately, as I laid out in “Why Another 50% Correction Is Possible,” the ingredients for a “mean-reverting” event are all in place.

 

 

 

 

 

https://realinvestmentadvice.com/should-we-really-not-worry-about-the-feds-balance-sheet/