Cumulative Central Bank Balance Sheets

Cumulative Central Bank Balance Sheets Central banks’ balance sheets are shrinking and can cause market turbulence. Picture source: Bianco Research

QE to Infinity and Beyond?

QE to Infinity and Beyond? Analysts say the Fed will resume and buy “just” U.S. Treasuries next year. The Fed’s balance sheet should rise past its historic peak. Picture source: Bloomberg – Cartoon: Hedgeye Risk Management LLC