balance sheet

When a central bank buys bonds or lends against them, the asset lands on one side and the newly created money on the other, so the sheet grows. Shrinking it pulls money back out, which is why the direction of a central bank's balance sheet is read as a policy stance in its own right, separate from the level of interest rates.

Predictions & track record (5)

• Awaiting grading Japan says it will borrow dollars against its Treasuries, and it was Washington that asked first for the ceiling to be liftedScore as a hit if the Fed announces a per-country FIMA repo limit above $60 billion, and as a miss if it is unchanged by year end.
• Awaiting grading 1,638 bitcoin, 3.01 million new shares, 912,143 preferred shares bought backScore the company's account as correct if STRC trades consistently near its $100 stated value by the end of 2026, and Schiff's as correct if it stays below.
• Awaiting grading Global household wealth hit a record $570 trillion. Only a fifth of the increase was newly created.Score as a hit if the US personal saving rate published through the end of September rises above 3%, showing households absorbing assets with their own money, and as a miss if it stays in the 2% range while Asian margin balances keep falling.
• Awaiting grading On July 31 the New York Fed sold euros to buy yenScore on the Fed's H.4.1 released August 6 (as of August 5): dollars borrowed by foreign monetary authorities against Treasuries moving off zero counts as the FIMA route opening, staying at zero counts as the original expectation missing.
• Awaiting grading Nvidia Reportedly to Guarantee $250 Billion So OpenAI Can Build a $500 Billion Ohio Data CenterCheck by Q1 2027 whether this deal closes as reported, and whether OpenAI secures an independent investment-grade credit rating.

7 related posts

• Watch Japan says it will borrow dollars against its Treasuries, and it was Washington that asked first for the ceiling to be lifted 메르 (ranto28) · 2026-08-04
• Bear 1,638 bitcoin, 3.01 million new shares, 912,143 preferred shares bought back Peter Schiff (@PeterSchiff) · 2026-08-03
• Watch Global household wealth hit a record $570 trillion. Only a fifth of the increase was newly created. The Kobeissi Letter (@KobeissiLetter) · 2026-08-03
• Watch On July 31 the New York Fed sold euros to buy yen 메르 (ranto28) · 2026-08-03
• Watch Nvidia Reportedly to Guarantee $250 Billion So OpenAI Can Build a $500 Billion Ohio Data Center Serenity (@aleabitoreddit) · 2026-07-27
• Watch Lyn Alden's 'Orange Juice': buy good businesses, hold forever, back it with bitcoin Lyn Alden · 2026-07-15
• A $1B deal that dropped the stock: Nebius and the counterparty question Serenity (@aleabitoreddit) · 2026-07-15