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BlackRock — Balance sheet & liquidity: TGA as first-order driver
www.blackrock.com
Evidence registryCongressional Research Service — The Federal Reserve’s balance sheet
www.congress.gov
Evidence registryMauldin Economics — The Fed’s jumbo-sized balance sheet
www.mauldineconomics.com
Evidence registryFederal Reserve Bank of New York – Money Market Conditions & Balance Sheet (Nov 12 2025)
www.newyorkfed.org
Evidence registryhttps://bpi.com/treasury-market-resiliency-and-large-banks-balance-sheet-constraints/
bpi.com
Evidence registryForbes – Traders focus on Fed balance sheet and potential $6.5T “surprise”, Dec 9, 2025
www.forbes.com
Evidence registryFederal 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 registry