American Reality Check

pmbug

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8/13/20 - $7.005T (12B increase from week before)
8/20/20 - $7.059T (54B decrease from week before)

Balance sheet was mostly flat (small increases/decreases) since July 16 report until this last week. Start of a trend, or just more noise? They've managed to hold the line on the balance sheet more or less around the 7T mark. That will likely change if war breaks out or Congress passes another stimulus bill (or the economy/financial markets get pressured by [an] oddly colored swan[ s ]).
 

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8/27/20 - $7.039T (20B decrease from week before)
9/3/20 - $7.065T (26B increase from week before)

 

rblong2us

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how much can the CB's get out there before 'The Great Reset ' takes care of it all ?

Its a delicate balancing act.
 

pmbug

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The dethroning of the dollar from its pandemic supremacy is changing the trading game across stocks, emerging markets and commodities.
...
The dollar’s decline has also helped thrust gold onto center stage, since the two are considered to typically move in opposing directions. Though the relationship isn’t straightforward, the greenback’s descent as real yields plumb fresh lows is being met with outsize demand for gold.

Going forward, some investors are betting that bullion will prove a better haven than Treasuries as inflation bites ...
 

pmbug

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9/10/20 - $7.059T (6B decrease from week before)
9/17/20 - $7.113T (54B increase from week before)

Looks like liftoff from the 7T mark has begun.
 

pmbug

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9/24/20 - $7.141T (28B increase from week before)

If the Fed averages $30B a week increase, the balance sheet should hit $8T in about 29 weeks - just over half a year.
 

pmbug

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10/1/20 - $7.103T (38B decrease from week before)

OK. It's not going to go straight up then...
 
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