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BREAKING: The Fed’s balance sheet surged +$24.4 billion in the week ending December 24th, posting the biggest jump since the March 2023 Banking Crisis.
This marks the 3rd-consecutive weekly increase for a total of +$45.5 billion.
As a result, the Fed’s total assets are up to $6.58 trillion, the highest since the end of October.
The Fed is projected to buy $35-$55 billion in Treasury bills each month in 2026.
That would make ~$550 billion in total purchases this year, bringing the Fed’s balance sheet back above $7.0 trillion, the highest since October 2024.
The Federal Reserve’s balance sheet is officially expanding again.

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