The Fed could make a big change today, And no, we’re not talking about interest rates

But some savvy traders are getting excited about another key decision.

They think Fed may curtail its quantitative tightening (QT) program - that’s the selling off of its assets to decrease money supply and increase interest rates - by as much as half.

In mid-2022, as inflation soared higher, the Fed reversed that and began unloading those bonds.

the taper of the QT program as bullish for riskier investments like stocks and bonds at the margin

the taper of the QT program as bullish for riskier investments like stocks and bonds at the margin.

The risk is skewed to upside for stocks, in our view, especially given a potential QT taper announcement,

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