Discover and read the best of Twitter Threads about #FedStopped
Most recents (1)
Has #FedPause become #FedStopped? The #Fed has rightly signaled a willingness to be patient to evaluate economic conditions since the slowdown in the global economy is real, and we’re still witnessing a draining of liquidity from central banks alongside it. 
Importantly, the #FOMC agreed on an operating framework that requires abundant reserves, which essentially signals the #Fed is taking steps toward an earlier than previously expected end to balance sheet reduction.
Don’t confuse yesterday’s move for a simple Powell Put: since #volatility will continue to be present at the bottom of the capital stack, and while #equities could move a bit higher, they should move more with changes to top line revenue growth and margins/earnings.
