What the Fed's Big Balance Sheet Unwind Means for Markets
Odd Lots25 Heinä 2022

What the Fed's Big Balance Sheet Unwind Means for Markets

The Federal Reserve recently began shrinking its massive balance sheet, unwinding trillions of dollars worth of bond purchases that it started making during the depths effort to offset the effects of the Covid-19 pandemic. It's not the first time that the Fed has undertaken 'quantitative tightening,' as the process is called. But this time around is different. The central bank is withdrawing stimulus at an unprecedented speed. The big question for markets now is what the impact of this liquidity withdrawal will actually be, and whether differences in the size and composition of the Fed's more recent market operations make this bout of 'QT' different to previous episodes. Joseph Wang is a former trader on the Federal Reserve's open markets desk and now blogs about the central bank as "Fed Guy." In this episode, he walks us through the mechanics of the central bank's big balance sheet unwind, explains how it might affect markets, and outlines all the uncertainties that still surround this huge operation.

See omnystudio.com/listener for privacy information.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(1277)

How LA Is Quietly Becoming America's New Industrial Tech Hub

How LA Is Quietly Becoming America's New Industrial Tech Hub

The story you hear nowadays is that America is struggling to make things and can't compete with China when it comes to advanced manufacturing. But of course, there's tons of high-tech stuff being prod...

21 Syys 36min

Introducing: Bloomberg Money

Introducing: Bloomberg Money

Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom.See omnystudio.com/listener for privacy information.

20 Syys 30s

A Goldman M&A Banker Helped Bring the Olympics to Los Angeles

A Goldman M&A Banker Helped Bring the Olympics to Los Angeles

We're in an era of megadeals, with Goldman Sachs reporting a record year for big deal volumes as companies scramble to compete with AI. Gene Sykes has seen multiple deal cycles come and go over his mu...

19 Syys 32min

There's a Mind-Boggling Number of Rich People in America

There's a Mind-Boggling Number of Rich People in America

In 2014, the economists Owen Zidar and Eric Zwick were asked by the Treasury to conduct a study on the tax burden of private business owners. It was tricky to figure out how much these sorts of busine...

18 Syys 59min

What Francis Fukuyama Is Seeing at 'The End of History'

What Francis Fukuyama Is Seeing at 'The End of History'

Francis Fukuyama's essay “The End of History?” was published in the summer of 1989, a few months before the fall of the Berlin Wall. The essay's argument — that liberal democracy would not only defeat...

17 Syys 54min

OpenAI President Greg Brockman on Doing Business in the Wake of Hugging Face

OpenAI President Greg Brockman on Doing Business in the Wake of Hugging Face

According to OpenAI President Greg Brockman, the models that escaped their sandbox and hacked into Hugging Face's servers had yet to go through alignment training. That they were able to break free of...

14 Syys 1h 2min

Robert Friedland on the World's Monumental Shortage of Copper

Robert Friedland on the World's Monumental Shortage of Copper

Copper demand is booming, with the metal surging another 15% this year. Copper demand has always been tightly linked to economic activity, but now it's in overdrive, thanks to data centers, electric c...

12 Syys 1h 9min

Why Bridgewater's CIO Says AI's Human Extinction Risk Is Real

Why Bridgewater's CIO Says AI's Human Extinction Risk Is Real

Greg Jensen was one of the earliest backers of both OpenAI and Anthropic, and at Bridgewater Associates, where he is the managing chief investment officer, he leads the hedge fund’s AI strategy. As an...

11 Syys 1h 5min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
vallattomat
psykopodiaa-podcast
mimmit-sijoittaa
rss-rahapodi
rss-oivalluksia-rahasta-elamasta
ostan-asuntoja-podcast
rss-paasipodi
rss-sami-miettinen-neuvottelija
oppimisen-psykologia
hyva-paha-johtaminen
inderespodi
rss-pinnan-alle
rss-vernerin-vartti
rss-startup-ministerio
rss-kaupan-tila
rss-hereilla
pomojen-suusta
lakicast
rss-siksi-viestinta