Listen "All About QT - High Quality Credit Spreads"
Episode Synopsis
Dan Krieter and Dan Belton discuss their estimates around balance sheet normalization including the terminal size of the Fed’s balance sheet and when normalization will conclude. Other topics include the possibility the Fed actively sells securities, implications of the standing repo facility, and the impact of QT on credit and swap spreads.
More episodes of the podcast Macro Horizons
A BLS Revival
12/12/2025
Solace in Solstice
05/12/2025
Giving Thanks
26/11/2025
Et Tu, Santa Pause?
21/11/2025
The Grand Reopening
14/11/2025
The Supremes
06/11/2025
Falling Back
31/10/2025
Best of 1993
24/10/2025
Inflation Friday
16/10/2025
Angles of October
10/10/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.