The Weekly Insight

Slowing the Run Off

March 25, 2024 Andrew Dorr
The Weekly Insight
Slowing the Run Off
Show Notes

It was Fed Week last week. And it was almost a non-event. Powell & Co. didn’t change the expected path of rate cuts, and the market responded well with the S&P 500 closing the week above 5,200 for the first time ever.  But there was another discussion buried below the headlines: what the Fed is going to do with its balance sheet holdings? This is an important, if not regularly discussed, topic.

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