Federal Reserve officials do not know how much balance sheet reduction (quantitative tightening) corresponds to how much change in the federal funds rate, revealing a fundamental gap in their understanding of their own policy transmission mechanisms.

factualpending

Speaker

Chris Whelan

Evidence Quote

he doesn't know how much of a balance sheet reduction equals how much fed funds he has no idea

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

Loading notes...