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"All the bluster about shrinking the Fed's balance sheet is questionable. Someone's going to have to eat treasury issuance. My spoiler alert: the Fed will ultimately be the final backstop." - John Arnold We discuss: ⚡ Kevin Warsh ⚡ Fed Balance Sheet ⚡ QE By Another Name

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Kevin Warsh wants to slash the Federal Reserve’s balance sheet. It is central to his whole being. “In my judgement, we should be shrinking the central bank balance sheet” “you have higher inflation caused by the bigger balance sheet”
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Kevin Warsh wants to slash the Federal Reserve’s balance sheet. It is central to his whole being. “In my judgement, we should be shrinking the central bank balance sheet” “you have higher inflation caused by the bigger balance sheet”

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Kevin Warsh has an unheathly obsession with the Fed's balance sheet, but he's unlikley to be able to do much about it.
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Kevin Warsh has an unheathly obsession with the Fed's balance sheet, but he's unlikley to be able to do much about it.

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The U.S. debt crisis demands a liquidity injection, and the Fed is the last buyer of resort. With trust in treasury bonds fading, a balance sheet expansion seems inevitable. March 19 FOMC is the key date - if the Fed pivots, liquidity will surge. Track the balance sheet as a reversal is on the horizon.

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Caitlin Long says the Fed's anti-crypto stance handed Treasury the power to dominate it "There's no question Treasury is taking a lot more power from the Fed. And one of the most interesting things that happened in the last few weeks was Treasury taking the power to recognize foreign stablecoins." "Typically that would be the Fed, because they manage the eurodollar market through central bank swap lines and the like. They basically get to say, operationally, who gets access to the Fed's balance sheet through swap lines for foreign central banks." "But what Treasury did was say: we get to say which foreign stablecoins can come onshore into the US. So Treasury just dominated the Fed, by saying we get to tell the Fed which foreign stablecoins they're going to have to accept through central banks." "That's just another data point that Treasury is dominating the Fed. But step back and think about it, the Fed's anti-crypto, anti-tokenization. So the Fed created that opportunity for Bessent to dominate the Fed, because of its own intransigence about tokenization technologies."

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ARTHUR HAYES: "The US Treasury is not going to spend less money, Donald Trump is not talking about how he is going to reduce spending... it's all about wartime spending." "All of this talk about the Fed shrinking its balance sheet makes no sense because the politicians and the Treasury that funds them is continuously increasing the amount of debt." "I believe Bitcoin is going HIGHER." 🚀
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ARTHUR HAYES: "The US Treasury is not going to spend less money, Donald Trump is not talking about how he is going to reduce spending... it's all about wartime spending." "All of this talk about the Fed shrinking its balance sheet makes no sense because the politicians and the Treasury that funds them is continuously increasing the amount of debt." "I believe Bitcoin is going HIGHER." 🚀

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📉 WHAT'S CAUSING THE MARKET CRASH?! Gold & silver lost $10T in 3 days. Crypto wiped out $430B in 4 days. There’s been no obvious catalyst, so what changed? Markets are reacting to incoming Fed Chair Kevin Warsh’s message: "The Fed should shrink its balance sheet." He says today’s $7T Fed balance sheet is “trillions larger than it needs to be.” That matters because less Fed balance sheet = less liquidity for stocks and crypto. If this is Warsh’s Fed, markets could be in for more pain.🔥
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The March 18-19 FOMC meeting is key. The Fed’s balance sheet is still shrinking, meaning we remain in a tightening cycle. For the US to avoid default, the balance sheet must reverse upward, triggering quantitative easing (QE). This inevitable pivot will drive risk assets higher, including crypto.

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The story isn’t “money printer go brr" anymore. Lyn Alden calls it “the gradual print”: “We are away from… fed balance sheet reduction.” instead “we have shifted toward gradual fed balance sheet increases.” “I tend to take the under those that are calling for calling for like major printing… those aren’t in my base case.” How to Survive The Gradual Print Era — Fed Chair Warsh, Gold & Bitcoin w/ Lyn Alden🎬 Out on Mon Feb 16 📆

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The Federal Reserve has unveiled five new task forces aimed at reshaping how the central bank operates. The initiative, led by Fed Chair Kevin Warsh, will focus on improving economic forecasting, strengthening balance sheet management, and reevaluating the Fed's approach to inflation, with teams made up of economists, business leaders, and former Federal Reserve officials. Watch OAN on OAN Live for updates.

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Kevin Warsh on what he's going to the Federal Reserve's $6 trillion+ balance sheet. He's going to slash it. QE to QT. Bad news for trading sardine speculative assets like Bitcoin. QE has led to wealth inequality and the great inflation: "One of the consequences of this institutional drift [QE] is the inflation that we've witnessed over the course of the last five years .. 52% of our fellow Americans own no financial assets. .. They're living off their W-2 income and this surge in prices have destroyed them. It's the most regressive tax any government could ever come up with. Imagine if we had a central bank that had been deadly focused on that. I think we wouldn't have taken a divided country and made it more divided. When we have a big balance sheet, we're asking for the inflation that came." "My recommendation is a smaller balance sheet. Takes the Fed back to a more manageable size, more serious job." "I would say it is trillions larger than it needs to be."
6:46

Kevin Warsh on what he's going to the Federal Reserve's $6 trillion+ balance sheet. He's going to slash it. QE to QT. Bad news for trading sardine speculative assets like Bitcoin. QE has led to wealth inequality and the great inflation: "One of the consequences of this institutional drift [QE] is the inflation that we've witnessed over the course of the last five years .. 52% of our fellow Americans own no financial assets. .. They're living off their W-2 income and this surge in prices have destroyed them. It's the most regressive tax any government could ever come up with. Imagine if we had a central bank that had been deadly focused on that. I think we wouldn't have taken a divided country and made it more divided. When we have a big balance sheet, we're asking for the inflation that came." "My recommendation is a smaller balance sheet. Takes the Fed back to a more manageable size, more serious job." "I would say it is trillions larger than it needs to be."

tae kim

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“2008 never ended, the Fed just learned how to hide QE off the balance sheet.” This week with Roberto Rios we explore: 🔸The Global Debt Crisis & stealth QE 🔸The Silent Depression crushing today’s youth 🔸Why #BTC is the answer to the Dollar Endgame Full interview in 🧵
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ICYMI, Weekly Roundup out now! 🔥 We discuss: - The biggest takeaways from the Fed Minutes (QT ending?) - Bessent’s remarks on Treasury issuance and inflation - The near-term liquidity picture - The limited upside in crypto right now, and more! Timestamps: 00:00 Introduction 01:33 FOMC Meeting Minutes 06:29 Fed's Balance Sheet and Treasury Purchases 16:20 Skale Ad 16:42 Fed's Balance Sheet and Treasury Purchases (Con't) 20:15 Inflation Data and Fed's Perspective 22:41 Skale Ad 23:12 Liquidity Concerns and QT 27:07 Inflation and Economic Growth 29:11 Oil & Global Energy Policies 32:21 Microsoft CEO's Take on AI and CapEx 33:43 Yen & DAX 38:09 Crypto Market Update 45:02 Final Thoughts Quinn Thompson fejau Links below 👇
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ICYMI, Weekly Roundup out now! 🔥 We discuss: - The biggest takeaways from the Fed Minutes (QT ending?) - Bessent’s remarks on Treasury issuance and inflation - The near-term liquidity picture - The limited upside in crypto right now, and more! Timestamps: 00:00 Introduction 01:33 FOMC Meeting Minutes 06:29 Fed's Balance Sheet and Treasury Purchases 16:20 Skale Ad 16:42 Fed's Balance Sheet and Treasury Purchases (Con't) 20:15 Inflation Data and Fed's Perspective 22:41 Skale Ad 23:12 Liquidity Concerns and QT 27:07 Inflation and Economic Growth 29:11 Oil & Global Energy Policies 32:21 Microsoft CEO's Take on AI and CapEx 33:43 Yen & DAX 38:09 Crypto Market Update 45:02 Final Thoughts Quinn Thompson fejau Links below 👇

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Sat down w/ Eric Wallerstein on MTS w/ Max Wiethe who thinks the market pricing in multiple hikes from Fed this year is DEAD WRONG: 00:40 Kevin Warsh's vision for the Fed 05:30 "Nothing to suggest hikes are warranted now" 8:00 Fed's 2.0% Target 17:00 Balance sheet
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Sat down w/ Eric Wallerstein on MTS w/ Max Wiethe who thinks the market pricing in multiple hikes from Fed this year is DEAD WRONG: 00:40 Kevin Warsh's vision for the Fed 05:30 "Nothing to suggest hikes are warranted now" 8:00 Fed's 2.0% Target 17:00 Balance sheet

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Hassett: "Kevin Warsh is going to be the Fed Chair, and when he's Fed Chair, then everybody who wants to find out about all the cost overruns and everything else that has been going on over the last couple weeks will be able to do so, because we got a Fed Chair there who people trust."
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Hassett: "Kevin Warsh is going to be the Fed Chair, and when he's Fed Chair, then everybody who wants to find out about all the cost overruns and everything else that has been going on over the last couple weeks will be able to do so, because we got a Fed Chair there who people trust."

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