What if the Fed runs out of assets to perform QT

Know that this is a stupid question and is unlikely to happen anytime soon since the Fed’s current balance is still pretty huge. But what would hypothetically happen if the Fed is conducting QT but then it’s balance sheet dwindles to 0. How is it able to continue to conduct QT if there’s no assets to sell? Cause the fed is able to theoretically purchase an unlimited amount of long term assets with their unlimited supply of money but isn’t able to the do the same with selling since there’s a fixed supply.

8 Comments
 

Not a stupid question at all! If the Fed’s balance sheet were to drop to zero, they wouldn’t be able to continue QT since they’d have no assets left to sell. QT works by selling assets, so once they’re all sold, it would stop.

That said, it’s extremely unlikely to happen. The Fed’s balance sheet is massive, and if they needed to tighten further after running out of assets, they’d likely use other methods, like raising interest rates.

 

Small correction - QT doesn't necessarily work by "selling assets". There's a difference between passive and active QT - i.e. allowing assets to roll-off at maturity vs. actively selling assets. At the moment, the Fed has been engaging in passive QT.

 

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