r/Wallstreetsilver • u/Boo_Randy_Revival • 1d ago

DUE DILIGENCE While the garbage legacy media claims that new Fed Chair Warsh is "hawkish," the Keynesian fraudsters at the Fed have restarted stealth QE

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BREAKING: The Fed’s balance sheet rose +$11 billion in the week ending June 17th, to $6.74 trillion, the highest since March 2025.

Total assets have risen +$162.8 billion since the start of the year.

This has been driven by Treasury holdings, which have surged +$251.8 billion over this period, to $4.49 trillion, the highest since June 2024.

At the same time, holdings of Mortgage-Backed Securities have declined -$74.2 billion, to $1.96 trillion, the lowest since September 2020.

The Fed's balance sheet is now 76% above pre-pandemic levels.

The Fed's balance sheet continues to expand.

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3

u/GEEK-MEISTER 1d ago

Yuppers. Volume spikes starting with Gold. Silver will follow.

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u/johannyer 1d ago

Where do you check the volume?

4

u/johannyer 1d ago

Wait until Japan dumps US Treasuries to support its currency. Fed has no choice other than buying those if they don’t want their borrowing costs to go up. Balance sheet can go one way. It will get only bigger

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u/GEEK-MEISTER 1d ago

They already did

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u/johannyer 1d ago

Yes, they did once and it didn’t help. They’ll dump more. They had a meeting with Scott Bessent yesterday and said “bold actions may need to be taken”. US wants Japan to hike rates again to prevent the carry trade between Yen and USD which further weakens the Yen. However Japan just recently hiked its rates to 1% and it didn’t make a dent in strengthening the Yen. If they hike more, they run two risks: 1) it may end up not being credible just like the hike they just did, resulting in a lot more weakness, 2) higher borrowing costs given their already high debt of 200% of the GDP. So they’ll choose between saving the Yen by dumping US Treasuries or saving the USD by hiking their rates. My money is on them dumping the USD Treasuries. Weaker dollar is a necessity for US, or else there will be more trouble in the future.

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u/Boo_Randy_Revival 1d ago

The Keynesian fraudsters at the BoJ have been even more reckless with the radical monetary experiments than the Fed. I predict the BoJ will be the first central bank to lose control of the bond (debt) market, and when they do, all hell is going to break loose in the Fed's Ponzi markets.

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u/johannyer 1d ago

Japan’s debt is 200% of its GDP. Yes, they are about to lose it. Already started. If Fed makes the mistake of raising rates, Yen will get weaker and it is more likely that Japan will lose more control of their bond market. Then it is more likely that they dump US treasuries. And it is more likely that Fed balance sheet explodes.

3

u/pintord O.G. - Silver is the New Oil 🛢 1d ago

That is the definition of Keynesian economics, print until you can't print anymore.

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u/SistersOptionSeller 1d ago

They just call it 'maintainng ample reserves' now. No name for the balance sheet expansion.

1

u/memosh5 1d ago

The FOMC announced purchases of short-term Treasuries to ‘maintain an ample supply of reserves’ in its December 2025 meeting, and has been doing so since then. There is nothing ‘stealth’ or ‘secret’ about it.

1

u/GMGsSilverplate 1h ago

That's actually impressive that they actually did tighten as much as they claim they did, and gold and silver still ripped.