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2022-09-13

“I don’t know if the Fed or anybody else truly understands the impact of QT just yet,”

Since 2010, QE has explained about 50% of the movement in market price-to-earnings multiples, said Savita Subramanian, equity and quant strategist at Bank of America

MarketWatch 11 September 2022

https://www.marketwatch.com/story/the-wild-card-that-could-sink-stocks-what-investors-need-to-know-about-the-feds-accelerating-qt-11662769412


The Other Doomsday Scenario Fed reversing quantitative easing

James Mackintosh WSJ 3 September2022

https://englundmacro.blogspot.com/2022/09/the-other-doomsday-scenario-fed.html


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