The Federal Reserve should avoid selling mortgage-backed securities during quantitative tightening because the market has limited appetite and selling would cause significant price declines, but could opportunistically dribble out small amounts (10 billion per month) if rates fall.

normativepending

Speaker

Chris Whelan

Evidence Quote

if rates rallied the desk in new york should have standing instructions to sell take advantage of it

Source

The Fed’s Ticking Time Bomb Is About To Explode | Joseph Wang & Chris WhalenForward Guidance
Created: 8/11/2026, 1:23:06 AM

My Notes

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