Fed's Waller (voter) says gotten persistently better and stronger job reports; see no reason to ever be in a scarce reserves regime
Newsquawk Staff ·
AI
- AI may be affecting financial conditions.
- If AI were to pop or pull back would see pretty big changes in financial conditions.
Balance Sheet
- If can figure out way that banks don't need as much reserves, no problem with shrinking balance sheet accordingly.
- Lot of dispute how much you can shrink balance sheet on reserve demand alone.
- Task force will think about how seriously can think about reducing balance sheet.
- Have a hard time seeing where balance sheet at current size is causing problems.
Forward Guidance
- Now is not the time to use forward guidance.
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