We have an action-packed week ahead with action from almost all key countries for the global economy. Will volatility return as a consequence?
US Liquidity & Debt Watch: Yellen to decide the QT tapering timing tomorrow
Yellen holds the keys to an early end to QT. At the surface, she holds all the incentives to get the QT tapering process started sooner rather than later. Will it be reflected in the QRA details tomorrow?
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Steno Signals #81 – Fed member promises that QT is effectively already over
The Fed has abandoned the strategy of bringing bank reserves (substantially) down, which effectively means that QT is over. This happens amidst rising freight rates. Rising liquidity and inflation?
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