米国株日誌'22 - 6/23; B/S

POWELL: END POINT FOR BALANCE SHEET WOULD BE ROUGHLY 2.5 TO 3 TRLN SMALLER THAN IT IS NOW

— *Walter Bloomberg (@DeItaone) June 23, 2022

Fed’s balance sheet could shrink by $1.5 trillion by the end of 2023, taking it down to around $7.5 trillion. "this $1.5 trillion reduction in the balance sheet = another 75 – 100 basis points of tightening,” when the fed-funds rate = 3.25% to 3.5% https://t.co/PfeUOG8bKd

— Sean Brodrick (@SeanBrodrick) June 17, 2022

QTの着地点がCovid前の2兆ドル増し。金余りだよね。