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Will Bank Turmoil Cause The Fed Pivot? | Weekly Round Up

Inflection Point

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The Fed's Balance Sheet Expansion Continues

The number on the Fed's balance sheet keeps going up. And I think the important thing to recognize is that dynamic of rolling up, you know, smaller financial institutions who have bad assets into bigger balance sheets. That's what central banks are doing. So and that's going to keep happening because the balance sheet expansion of global central banks is going to continue.

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