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Thoughts From The Divide - Archive

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Posts in Quantitative Tightening
The Fed and Evolving QT - April 30, 2019

Following Ex-Fed Kocherlakota's call for a rate cut, WSJ's Nick Timiraos details the economic conditions that would lead current FOMC members to consider cuts. Meanwhile, yet another recent Fed paper on reserves, this time in the context of a potential repo facility, indicates that, when it comes to the level of "ample reserves", they are just "guesstimating".

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Quantitative Tightening & Auto Sales - April 9, 2019

The Trump-vs-the-Fed battle over quantitative tightening has flared up again and there are some peculiar dynamics under the surface of the auto sector in subprime auto loans.

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