Central bank balance sheet reduction is difficult to execute in practice because reducing liquidity in financial markets creates unintended consequences and stress, even though reducing the balance sheet may be theoretically sound policy.

causalpending

Speaker

Michael Lebowitz

Evidence Quote

that's very easy to say, but I don't think in in practice it's easy to reduce liquidity in the markets without impacting financial markets.

Source

What Bonds, Oil & Gold Are Telling Us | Michael LebowitzAdam Taggart | Thoughtful Money®
Created: 8/12/2026, 6:23:20 PM

My Notes

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