How the Fed’s ‘stealth QE’ is bullish for bitcoin, gold and commodities
by Charlie Garcia
Market Watch
The U.S. Federal Reserve just pulled off something stealthy — over four days last week, without fanfare, the Fed vacuumed up $43.6 billion in U.S. Treasurys. That’s $8.8 billion in long-dated 30-year bonds on May 8 alone, plus another $34.8 billion earlier in the week. Not exactly small change.
Quietly returning to the quantitative-easing trough isn’t standard Fed housekeeping — it’s like a bank robber returning to the scene because he forgot his car keys.
Let’s talk straight: This isn’t tightening. It’s stealth easing. It’s monetary policy on tiptoes. Some traders have begun to notice, and smart investors should too.
Financial analyst Lyn Alden counters that the Fed is simply reinvesting proceeds from maturing bonds to prevent rapid balance-sheet shrinkage. Technically true — but let’s be clear: bond buying is bond buying, whatever label you slap on it.