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Ch. 24 · Fed·Proposed·

Wind down Fed balance sheet; ban MBS/corporate/muni purchases; Treasuries-only QE

Mandate would have Congress limit balance-sheet purchases, wind assets toward pre-2008 levels, prohibit picking winners via MBS/corporate/muni debt, and preclude future MBS purchases while maturing/selling existing holdings.

Mandate

Mandate Ch. 24 (Federal Reserve) — Broad Recommendations: Federal Reserve balance sheet purchases should be limited by Congress and existing balance sheet wound down as quickly as prudent toward pre-2008 levels; limit future expansions to U.S. Treasuries; preclude future MBS purchases and wind down holdings by sale or runoff; eliminate interventions in corporate and municipal debt.

Undo plan

1) Normalize balance sheet with market-stability guardrails—avoid fire sales that spike mortgage rates abruptly. 2) Keep emergency Treasury-only operations distinct from credit allocation. 3) Require congressional authorization thresholds for non-Treasury assets. 4) Publish runoff schedules and housing-market impact analyses. 5) Verify: SOMA composition reports and mortgage-spread monitoring.

Sources