Faster Balance Sheet Runoff, Steep Rate Hikes Have Markets Spooked - LIVE from San Diego
Real Vision: Finance & Investing
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Is the Fed Really Going to Be Ahead of the Curve?
A, i think it's a very important development to see the balance sheets start to be er reduced. The everything i'm hearing is that the sort of internal calculations that fed ar working, the assumption is 300 billion equals 25 basis points. So we're talking about another hundred basis points of hikes, essentially, over a twelvemonth period. A, i think they've got a careful, long way to go. I mean, you know, they are a long, long way behind the curve now. We'll reach a point where assets will just imployed, and they will be just left there with a bunch of charred bodies in some smoking holes.
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