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agency mbs

Fed’s Post-QT Pivot: +$275B Treasuries, -$191B MBS YoY

September 12, 2026June 25, 2026 by Bruno
Fed’s Post-QT Pivot: +$275B Treasuries, -$191B MBS YoY

Six months after the Fed ended balance sheet runoff, its portfolio shows a clean pivot: Treasury holdings up $275B YoY, agency MBS down $191B.

Categories Banking & Finance, Bonds & Fixed Income Tags agency mbs, capital markets, fed balance sheet, federal reserve, quantitative tightening, treasury bills

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