The Fed's Lasting Burden of 'Temporary' Mortgage-Backed Securities

Wednesday, 6 November 2024, 17:00

The Fed's experiment with 'temporary' mortgage-backed securities now seems like a lasting burden. After nearly 14 years, it faces significant losses due to its vast, underwater mortgage-backed securities portfolio, costing taxpayers billions monthly.
Thehill
The Fed's Lasting Burden of 'Temporary' Mortgage-Backed Securities

The Fed's Ongoing Struggles with Mortgage-Backed Securities

Since Federal Reserve Chairman Ben Bernanke's declaration of a 'temporary' policy, the Fed's massive purchases of mortgage-backed securities have evolved into a major financial challenge. With a staggering

Real Costs and Unrealized Losses

  • $2.3 trillion in mortgage-backed securities held by the Fed.
  • $423 billion in unrealized market value losses.
  • Negative annualized spread costing $62 billion.

This situation presents a dilemma as selling such a vast portfolio could trigger catastrophic losses and destabilize the mortgage-backed securities market.

The Implications for Taxpayers

  1. The Fed's losses impact U.S. Treasury, leading to unintended financial burdens on citizens.
  2. Quality of economic recovery is jeopardized as the Fed holds onto these assets until maturity.
  3. Continued cash losses create an untenable situation for the Fed and economic policy.

It appears the Fed will be managing these 'temporary' investments far longer than expected. This prolonged burden raises critical questions about future Federal Reserve strategies and economic health.


This article was prepared using information from open sources in accordance with the principles of Ethical Policy. The editorial team is not responsible for absolute accuracy, as it relies on data from the sources referenced.


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