Why the Fed's debate about shrinking its balance sheet really matters

Expected withdrawal of QE

clock • 2 min read

Russ Mould, investment director at AJ Bell, reflects on how the latest Federal Reserve minutes show the US moving towards a withdrawal of quantitative easing and how this will test the strength of the US economy.

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on US

Kevin Warsh's surprise pick for Fed chair forces investors to rethink 'dollar debasement'
US

Kevin Warsh's surprise pick for Fed chair forces investors to rethink 'dollar debasement'

'Catalyst' for rapid repricing

Alex Sebastian
clock 03 February 2026 • 4 min read
Hargreaves Lansdown's Derren Nathan: Sectors to watch amid heightening global tensions
US

Hargreaves Lansdown's Derren Nathan: Sectors to watch amid heightening global tensions

Unpredictable foreign policy

Derren Nathan
clock 20 January 2026 • 4 min read
Deep Dive: Trump 2.0 'a regime of controlled disorder' as US exceptionalism wanes
US

Deep Dive: Trump 2.0 'a regime of controlled disorder' as US exceptionalism wanes

EM interest growing

Linus Uhlig
clock 16 January 2026 • 4 min read
Trustpilot