Latest / The Real Investment Show (Full Show)
10-15-25 Is the Fed Poised to Pause Quantitative Tightening
Federal Reserve Chair Jerome Powell just hinted that the Fed may soon pause its balance-sheet runoff — a potential shift that could reshape market liquidity and investor sentiment. Lance Roberts & Danny Ratliff break down: * Why the Fed may pause QT — and what it signals about financial conditions. * How ending balance-sheet runoff affects liquidity, yields, and asset prices. * What history tells us about QT pauses and subsequent market rallies. * Why the Fed’s portfolio composition (Treasuries vs. MBS) still matters for inflation and housing. * Portfolio tactics if the liquidity tide begins…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.