Illya Gerasymchuk
Entrepreneur / Engineer
Monetary policy: how central banks move markets
Interest rates, QE, and balance sheet operations aren't just abstract policy — they're the primary drivers of asset prices. These articles break down what the Fed, ECB, and other central banks are actually doing and why it matters.
In July I wrote a primer on the mechanics by which the Fed steers the prevailing interest rates in the economy.
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Gold as a percentage of balance sheet size in Central Banks (ranked):
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So the Fed will fully resume Treasury purchasing, as a part of their balance sheet expansion starting December 1st 2025
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watch the Fed's projection dot plot, not the Fed Funds rate
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there will NOT be a 50 bps rate cut
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it's not just the Fed, the ECB is also lowering rates into higher inflation
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repo rates increase and borrowing decreases in quarter-ends
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it's NOT yet the top of the cycle for equities, cryptocurrencies and other risk assets. here’s why
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here's what yield spreads are saying about Bitcoin
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by "central bank" I'm frequently referring to the broader set of the legal framework behind the macro monetary policy
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central banks will continue to buy gold #2
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How Does the Federal Reserve Set Interest Rates?
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the FED left the interest rates unchanged - at the 4.25%-4.50% target
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🇷🇺 Russian Central Bank key interest rate is at 21% #2
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🇷🇺 Russian Central Bank key interest rate is at 21% #1
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🇨🇳 china's central bank uses USD value as a key driver in economic policies #2
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🇨🇳 china's central bank uses USD value as a key driver in economic policies #1
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🚨FED just injected $11B of liquidity #2
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🚨FED just injected $11B of liquidity #1
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central banks will continue to buy gold #1
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