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29.10.25 - 13:42
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The Fed′s Pivot: The Return Of Easy Money & The Inflation Storm Ahead (ZeroHedge)
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The Fed's Pivot: The Return Of Easy Money & The Inflation Storm Ahead
Authored by Lau Vegys via InternationalMan.com,
Jerome Powell, the Fed's chairman, recently gave the clearest signal yet that the Federal Reserve's so-called “quantitative tightening” is about to end.
Speaking at the National Association for Business Economics conference in Philadelphia recently, Powell said:
“Our long-stated plan is to stop balance sheet runoff when reserves are somewhat above the level we judge consistent with ample reserves conditions. We may approach that point in coming months.”
Translation: the money printer is warming back up.
Now, if you've been paying attention, this shouldn't come as a surprise. The playbook has been obvious for a while—first come the rate cuts (happening now), then they stop quantitative tightening (Powell just confirmed this), and then comes quantitative easing, or good old-fashioned money printing, probably sometime in early 2026.
What's forcing their hand?
Even ...
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29.10.25 - 09:42
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EZB dürfte stillhalten - Risiken für Wachstum und Inflation bleiben ausgewogen (Anleihencheck)
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Charlotte, NC (www.anleihencheck.de) - Wir erwarten, dass die EZB ihre Geldpolitik auf der kommenden Sitzung unverändert lässt, so Matthias Scheiber, Head of Multi-Asset Solutions bei Allspring Global Investments.
Ähnlich wie im September würden die jüngsten Daten darauf hindeuten, dass die Notenbanker derzeit ein gutes Gleichgewicht mit nur begrenzten Inflationsrisiken erreicht hätten. [mehr]...
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