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We really shouldn’t be surprised with the headline from last week that the Federal Reserve is working on a proposal to ease up on bank leverage limits. From the article in Bloomberg:
The Federal Reserve is working to relax a key part of post-crisis demands for drastically increased capital levels at the biggest banks, according to people familiar with the work, a move that could free up billions of dollars for some Wall Street’s giants.
Trump is engaging in pro-growth fiscal policies at a time when unemployment is already low. And maybe even more importantly, his attitude is seeping into all levels of government. This recent Federal Reserve bank leverage policy proposal change is a perfect example.
America has elected a real-estate-developer-turned-reality-TV-star into the oval office. To think he doesn’t want easier money, laxer credit policies, more leverage, and higher deficits, is just naive. And it is even more foolish to believe that the Federal Reserve won’t underwrite these policies. Yeah, they will mouth some words about staying vigilant, but the risk is way higher that growth explodes and gets away on them than the other way round. After all, the people have spoken. They want growth. They are fed up with Japanese-like-lost-decade.