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The Fed's $3 Trillion Problem | Maroon Macro & Joseph Wang
Forward Guidance
The Fed's Monthly Roll Off Caps for Quantitative Tightening
The Federal Reserve has set a cap for the maximum amount of securities that they'll allow to mature without reinvesting them. The Fed's goal is to get to $95 billion a month of roll off, which would be 17 and a half mortgage backed securities and 35 Treasuries. And so people who are losing 60% a month in tech stocks, they should take also the fact that they won't lose 80% a month. They'll continue to lose only 60%. That's that's literally possible.
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