The hottest Quantitative Easing Substack posts right now

And their main takeaways
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Top Finance Topics

The Fed's Independence is at Stake and it May Be Its Own Fault!

TK News by Matt Taibbi • 2849 implied HN points • 21 Jan 26
💰 Finance Quantitative Easing
  1. The Fed’s independence is under direct political threat, as prosecutions and public attacks on its chair show how easily monetary policy can be politicized.
  2. Since 2008 the Fed gained huge powers (QE and near-zero rates) and its leaders became public celebrities, which makes their decisions more influential and more attractive targets for presidents who want easier policy.
  3. By failing to stop the pre-2008 bubble and then rescuing the system with extraordinary tools, the Fed created moral hazard and invited interference; protecting independence means avoiding normalizing emergency policies and dialing back the public spotlight.

The Singularity

The Dollar Endgame • 339 implied HN points • 26 Oct 23
💰 Finance Quantitative Easing
  1. Money creation and quantitative easing are often misunderstood concepts in the financial system, with complex implications for the economy.
  2. Most of the circulating money is in the form of bank deposits, created when commercial banks issue loans, not just by saving money in bank accounts.
  3. Monetary policy, like quantitative easing, impacts the money supply and bank reserves, influencing the real economy by affecting inflation, prices, and economic growth.

The Real Mission of the Fed

In My Tribe • 607 implied HN points • 11 Nov 24
💰 Finance Quantitative Easing
  1. The main job of the Federal Reserve is to help the government borrow money easily and cheaply. This allows the government to spend on various programs, including wars and welfare.
  2. Despite originating to stabilize the banking system, the Fed has faced criticism for not preventing financial crises. Even after its creation, the U.S. has experienced repeated financial problems.
  3. Quantitative Easing, a method the Fed uses to handle money and loans, may need to end. This would help limit government debt and potentially benefit everyday Americans in the long run.

The Fed Hits CTRL+Print Again

QTR’s Fringe Finance • 35 implied HN points • 10 Dec 25
💰 Finance Quantitative Easing
  1. The Fed cut its policy rate to a 3.50–3.75% target range.
  2. It announced fresh balance sheet expansion by buying Treasury bills, effectively restarting quantitative easing to add liquidity.
  3. The decision passed 9–3, showing some dissent while signaling a renewed easing stance that injects more cash into markets.
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Money Supply Growth Surges to Multi-Year High

QTR’s Fringe Finance • 26 implied HN points • 08 Dec 25
💰 Finance Quantitative Easing
  1. The money supply has accelerated in recent months, with TMS at a multi-year high and M2 hitting record levels above $22 trillion.
  2. That surge is happening despite weak economic signs like rising layoffs, bankruptcies, and rising delinquencies, which makes the growth surprising.
  3. Fed easing (rate cuts and slower quantitative tightening) plus commercial bank lending are driving the increase, and a large share of today’s money stock was created since 2009 and especially since 2020.

Argentina Enters the Endgame

The Dollar Endgame • 239 implied HN points • 21 Aug 23
🌍 World Politics Quantitative Easing
  1. Argentina is facing an economic crisis with collapsing peso, soaring inflation, and high demand for US dollars.
  2. The country's central bank has devalued the currency and increased interest rates, but the situation continues to deteriorate.
  3. People in Argentina are scrambling for US dollars, leading to significant fluctuations in the exchange rate.

The Japanese Maginot Line

The Dollar Endgame • 239 implied HN points • 13 Aug 23
💰 Finance Quantitative Easing
  1. The Bank of Japan's shift in monetary policy caused chaos in FX and stock markets. The volatility in bond markets led to unscheduled bond-buying operations.
  2. Yield Curve Control aims to keep bond yields in a tight range to suppress yields and maintain accommodative monetary policy. This strategy becomes crucial in Japan with high government debt.
  3. The BoJ is strategically intervening in bond rates, pushing them back down whenever they approach a certain threshold. They aim to maintain confusion and market control.

The Great Financial Tightening

Concoda • 443 implied HN points • 28 Feb 23
💰 Finance Quantitative Easing
  1. The recent market euphoria has set the stage for increased intervention by monetary leaders.
  2. Short squeezes and market dynamics fueled a rapid stock market rally, creating a false appearance of euphoria.
  3. The Great Financial Tightening is expected to bring an end to the latest liquidity surge and reintroduce volatility into markets.

Strange books on the internet distributing words are no basis for a system of finance

featherlessbipeds • 58 implied HN points • 03 Aug 23
💰 Finance Quantitative Easing
  1. The book 'The Dollar Endgame' argues that the US Dollar's reserve currency status leads to increasing demand for USD denominated assets like government debt.
  2. The book presents definitions of economic terms like inflation, central banks, and monetary policy, but these definitions are criticized for being inaccurate or misleading.
  3. Fiscal and monetary policies are meant to be somewhat independent but coordinated to prevent economic mismanagement.

Investment Advice from the Federal Reserve: Unusual, unwise and unseemly!

Musings on Markets • 0 implied HN points • 26 Jul 14
💰 Finance Quantitative Easing
  1. The Federal Reserve's recent comments on specific sectors like social media and biotechnology could confuse investors. It's unusual for them to give such specific investment advice since they're not experts in company valuations.
  2. Investors often misjudge the potential of high-growth sectors, leading to inflated valuations. It's essential to remember that picking winners in these markets can still yield excellent results, even if the overall sector is overpriced.
  3. The Fed should act more like an umpire in the financial markets and let investors make their choices. Treating investors as adults means they must face the consequences of their investment decisions without expecting constant guidance from the Fed.