Chart of the Month

Fed Balance Sheet Just Beginning to Unwind


Value of assets on the balance sheet of the Federal Reserve

2023.02 Prospector Chart of the Month 1

  • There are a number of factors that suggest we may be in a "higher for longer" period with respect to interest rates and inflation. Chief among them is the fact that the Federal Reserve has just begun its process of Quantitative Tightening.
  • If the Fed becomes more aggressive selling Treasuries as it unwinds its $9 trillion balance sheet, it could have the effect of raising rates above where they'd otherwise be, just as we saw artificially low rates during the era of Quantitative Easing.
  • Other potential inflationary drivers are the reopening of the Chinese economy, the continued chilling of the West's relationship with China, and the possibility of escalation by Putin in Ukraine and the spillover effects that would have on global energy and agricultural markets.

 

Chart source: Statista 2023
https://www.statista.com/statistics/1121448/fed-balance-sheet-timeline/

 

The views described herein do not constitute investment advice, are not a guarantee of future performance, and are not intended as an offer or solicitation with respect to the purchase or sale of any security. Investing involves risk, including loss of principal. Investors should consider the investment objective, risks, charges and expenses of a Fund carefully before investing. Please review the offering memorandum or prospectus of a Fund for a complete discussion of the Fund’s risks which include, but are not limited to: possible loss of principal amount invested; stock market risk; value risk; interest rate risk; income risk; credit risk; foreign securities risk; currency risk and derivatives risk.

Nothing contained herein constitutes investment, legal, tax, or other advice nor should be relied upon in making an investment or other decision. Any projections, outlooks or estimates contained herein are forward looking statements based upon specific assumptions and should not be construed as indicative of any actual events that have occurred or may occur. 

This site uses cookies to enhance your website experience. By subscribing to our Market Insights, you are agreeing to our use of cookies. See our cookie policy here