Greg Gehlen

[Mel Mattison @MelMattison1]

30yr bond futures basically UNCH since announcement, but make no mistake. Yesterday was one small step for yields, one giant leap for yield-curve control.

[Greg Gehlen @greggehlen]

https://t.co/eo4q3QVRg7

[Greg Gehlen @greggehlen]

Federal Reserve H.8 Liabilities US Commercial Banks Other Deposits and Liabilities (ODL) Table 3 Line 36 Current Balance: $16.305 trillion on 1/23/26 Up $687 billion from 38 weeks ago. Down $499 billion over past 200 weeks from peak of $16.804 trillion on 3/25/22. Average $2.495b/week. #federalreserve #qt #QE

[Greg Gehlen @greggehlen]

H.4.1 Updated Fed Balance Sheet Total Balance Sheet Total balance: $6.631 trillion on 1/22/26. Down 7 billion from 2 weeks ago. Down $2.334 trillion from peak of $8.965 trillion on June 6, 2022. Average $12.41b/wk over past 188 weeks. Down 26.03% from peak.
@federalreserve

[Greg Gehlen @greggehlen]

H.4.1 Updated Fed Balance Sheet Total Treasuries Total Treasuries balance: $4.244 trillion 1/22/26. UP $15 billion from 2 weeks ago. Down $1.526 trillion from peak of $5.770 trillion on June 6, 2022 Average $8.12b/wk over 188 weeks. Down 26.45% from peak.
@federalreserve

[Greg Gehlen @greggehlen]

H.4.1 Updated Fed Balance Sheet Mortgage Backed Securities MBS balance: $2.038 trillion on 1/22/26. Down $1 billion over past 2 weeks. Down $670 billion from peak of $2.708 trillion on June 6, 2022. Average $3.56b/wk over 188 weeks. Down 24.74% from peak
@federalreserve

[Greg Gehlen @greggehlen]

H.4.1 Updated Fed Balance Sheet Total Balance Sheet Total balance: $6.638 trillion on 1/08/26. UP 49 billion from 4 weeks ago. Down $2.327 trillion from peak of $8.965 trillion on June 6, 2022. Average $12.51b/wk over past 186 weeks. Down 25.96% from peak.
@federalreserve

[Greg Gehlen @greggehlen]

H.4.1 Updated Fed Balance Sheet Total Treasuries Total Treasuries balance: $4.229 trillion 1/08/26. UP $40 billion from 4 weeks ago. Down $1.541 trillion from peak of $5.770 trillion on June 6, 2022 Average $8.28b/wk over 186 weeks. Down 26.71% from peak.
@federalreserve

[Greg Gehlen @greggehlen]

H.4.1 Updated Fed Balance Sheet Mortgage Backed Securities MBS balance: $2.039 trillion on 1/08/26. Down $15 billion over past 4 weeks. Down $669 billion from peak of $2.708 trillion on June 6, 2022. Average $3.60b/wk over 186 weeks. Down 24.70% from peak
@federalreserve

[Greg Gehlen @greggehlen]

H.4.1 Updated Fed Balance Sheet Total Balance Sheet Total balance: $6.589 trillion on 12/11/25. Down 53 billion from 10 weeks ago. Down $2.376 trillion from peak of $8.965 trillion on June 6, 2022. Average $13.05b/wk over past 182 weeks. Down 26.50% from peak.
@federalreserve

[Greg Gehlen @greggehlen]

H.4.1 Updated Fed Balance Sheet Total Treasuries Total Treasuries balance: $4.189 trillion 12/11/25. Down $11 billion from 10 weeks ago. Down $1.581 trillion from peak of $5.770 trillion on June 6, 2022 Average $8.69b/wk over 182 weeks. Down 27.40% from peak.
@federalreserve

[Greg Gehlen @greggehlen]

H.4.1 Updated Fed Balance Sheet Mortgage Backed Securities MBS balance: $2.054 trillion on 12/11/25. Down $32 billion over past 10 weeks. Down $654 billion from peak of $2.708 trillion on June 6, 2022. Average $3.59b/wk over 182 weeks. Down 24.15% from peak
@federalreserve

[Greg Gehlen @greggehlen]

H.4.1 Updated Fed Balance Sheet Total Balance Sheet Total balance: $6.642 trillion on 10/2/25. Down 14 billion from 2 weeks ago. Down $2.323 trillion from peak of $8.965 trillion on June 6, 2022. Average $13.51b/wk over past 172 weeks. Down 25.91% from peak.
@federalreserve

[Greg Gehlen @greggehlen]

H.4.1 Updated Fed Balance Sheet Total Treasuries Total Treasuries balance: $4.200 trillion 10/2/25. Down $1 billion from 2 weeks ago. Down $1.570 trillion from peak of $5.770 trillion on June 6, 2022 Average $9.13b/wk over 172 weeks Down 27.21% from peak.
@federalreserve

[Greg Gehlen @greggehlen]

H.4.1 Updated Fed Balance Sheet Mortgage Backed Securities MBS balance: $2.086 trillion on 10/2/25. Down $17 billion over past 2 weeks. Down $622 billion from peak of $2.708 trillion on June 6, 2022. Average $3.61b/wk over 172 weeks. Down 22.97% from peak
@federalreserve

[Greg Gehlen @greggehlen]

H.4.1 Updated Fed Balance Sheet Total Balance Sheet Total balance: $6.656 trillion on 9/11/25. Down 20 billion from 3 weeks ago. Down $2.309 trillion from peak of $8.965 trillion on June 6, 2022. Average $13.58b/wk over past 170 weeks. Down 25.76% from peak.
@federalreserve

[Greg Gehlen @greggehlen]

H.4.1 Updated Fed Balance Sheet Total Treasuries Total Treasuries balance: $4.201 trillion 9/11/25. Down $1 billion from 3 weeks ago. Down $1.569 trillion from peak of $5.770 trillion on June 6, 2022 Average $9.23b/wk over 170 weeks Down 27.19% from peak.
@federalreserve

[Greg Gehlen @greggehlen]

H.4.1 Updated Fed Balance Sheet Mortgage Backed Securities MBS balance: $2.103 trillion on 9/11/25. Down $17 billion over past 3 weeks. Down $605 billion from peak of $2.708 trillion on June 6, 2022. Average $3.56b/wk over 170 weeks. Down 22.34% from peak
@federalreserve

[Greg Gehlen @greggehlen]

H.4.1 Updated Fed Balance Sheet Total Balance Sheet Total balance: $6.676 trillion on 8/21/25. Down 35 billion from 4 weeks ago. Down $2.289 trillion from peak of $8.965 trillion on June 6, 2022. Average $13.71b/wk over past 167 weeks. Down 25.53% from peak.
@federalreserve