Far From It

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Far From It

The FOMC's regional revolt, QT ends but SOMA duration runoff begins, the size of the balance sheet and bank regs, risk-off risks rising

Barry C. Knapp

Nov 03, 2025

∙ Paid

This is a video summary of our November 1 note, Far From It

*Figure 5: This is the median of regional Fed surveys making the regional rate cut revolt all the more curious.*

Barry C. Knapp

Managing Partner

Director of Research

Ironsides Macroeconomics LLC

908-821-7584

bcknapp@ironsidesmacro.com

https://www.linkedin.com/in/barry-c-knapp/

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