The Fed's $6.75 Trillion Balance Sheet Is Growing Again — Should Americans Be Worried?

Impact · against what's priced in

The Federal Reserve's shift back to balance sheet expansion is primarily a technical liquidity fix that doesn't lower long-term borrowing costs. For real estate and debt-heavy sectors, the continued reduction of MBS holdings maintains upward pressure on mortgage rates, compounding the drag from sticky 3.1% core inflation.

Scored by the NIS engine · methodology.

• inflation
• fed
• balance sheet
• liquidity
• mbs
• monetary policy
• mortgage rates
• quantitative easing
• treasuries

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