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Forbes – Traders focus on Fed balance sheet and potential $6.5T “surprise”, Dec 9, 2025
www.forbes.com
Evidence registryLiquidity Feedback Loops (💧♾️)
How liquidity generates self-reinforcing patterns across markets, sovereign balance sheets, collateral structures, and global cycles.
Research avenueFederal Reserve: H.4.1 balance sheet (factors affecting reserve balances)
www.federalreserve.gov
Evidence registryAmerican Banker: balance-sheet snapshot, liabilities, FHLB advances, net equity ratio
www.americanbanker.com
Evidence registryCRS R48390 (Updated Jan 14, 2026): Fed balance sheet trends and policy constraints
www.congress.gov
Evidence registryFederal Reserve: Interest on Reserve Balances (IORB) and reserve balances
www.federalreserve.gov
Evidence registryMBA, 17% of Commercial and Multifamily Mortgage Balances Mature in 2026
newslink.mba.org
Evidence registry