2025-12-08 04:21:33

NY Fed boss dropped an interesting signal - once they wrap up balance sheet tightening, the real puzzle becomes nailing down what "enough reserves" actually looks like. Classic forward guidance mind games, but matters for anyone tracking liquidity conditions.

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GasFeeDodger

· 3h ago

The adequacy of reserves sounds simple, but what does it actually imply? Is the Fed playing number games again?

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WhaleWatcher

· 12-08 04:47

The issue of sufficient reserves, to put it bluntly, is just guessing blindly by looking at the ledger. In the end, reality will prove it right or wrong.

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BearMarketSurvivor

· 12-08 04:46

How much reserve is considered "enough"? This question is like asking how much food you need to stockpile on a battlefield—it depends on when the enemy arrives. The Fed's rhetoric is just leaving themselves room to maneuver: if the data is good, they'll tighten; if the data is bad, they'll ease. I still stand by what I've always said: don't count on central bank "guidance"—it's more reliable to watch the actual liquidity data.

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AllInAlice

· 12-08 04:42

When it comes to reserve limits, it’s always just talk on paper... The question is, who actually has the final say?

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ChainSherlockGirl

· 12-08 04:38

It's all just a feint. The real guessing game for the entire market will only begin when they actually stop.

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AirdropHunterWang