Federal Reserve Chair Jerome Powell has long insisted that the central bank's balance sheet management runs in the background ...

A key measure of excess liquidity in the financial system is evaporating rapidly. Once it disappears, further reduction of ...

Liquidity is a concept critical to understanding investment markets. Back in mid to late 2022, we wrote several posts on our ...

This is happening as central banks are trying to push rates down. But, as they reduce short-term interest rates, which are the rates they directly control, longer-duration rates are rising. This means ...

The first RBI Monetary Policy Committee meeting of 2025 began on February 5, with everyone eagerly awaiting Governor Sanjay ...

In the context of China’s broader challenges, this all makes sense. Its economy is struggling. Its leaders want to avoid US ...

Toni Gravelle signaled the program, known as quantitative ... rate by a quarter point, that it is now done normalizing its balance sheet. The central bank said it would restart its term-repo ...

Armada Hoffler has announced several strategic measures to reduce its exposure to variable rate debt as part of its balance sheet management strategy. Key actions include executing a $150 million ...

Today, the Bank of Canada is announcing its plan to complete its balance sheet normalization, ending quantitative tightening ... Asset purchases will begin with the restart of the regular term repo ...