Are Markets in for a Rough Ride?
Real Vision: Finance & Investing
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Is the Fed Going to Run Up Balance Sheet?
The Fed owns a bunch of mortgages on its balance sheet, right? So if you have a housing market that is kind of croaking, as it is right now, and you have these mortgages on the balance sheet, like you're like. Is the Fed going to start selling mortgages and drive spreads out even more and make it more expensive to buy a house at this particular moment in time? Like, it's just not realistic. I think they do want to continue running that off. And I think it's possible for them to pause rate hikes while continuing to run down the balancesheet. In fact, I think that's what will happen. People thought it was going to happen a couple
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