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Comment on Fed Balance Sheet QT: -$15 Billion in September, -$2.38 Trillion from Peak, to $6.59 Trillion by Andesfrank
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Comments for Wolf Street
Total assets on the Fed’s balance sheet declined by $15 billion in September, to $6.59 trillion.
Since the reduced pace of QT began in June 2025, the balance sheet has declined on average per month by $22 billion.
Mortgage-Backed Securities (MBS): -$16.8 billion in September, -$654 billion (-24%) from the peak, to $2.08 trillion, where they’d first been in February 2021.
But on September 15, just for this one day, $1.5 billion had been drawn on the SRF.
The Fed’s balance sheet is weekly as of Wednesday and doesn’t capture the day-to-day moves in between.