🇺🇸 FED JUST BOUGHT $20 BILLION WORTH OF 3 YEAR BONDS. DOES THIS MEANS QE AND MONEY PRINTING HAS STARTED ?
🧵 Let me explain : Fed is reinvesting not printing
The May 5 Treasury auction saw something interesting:
👉 $20.47B bought by SOMA.
People ask: "Did the Fed just start QE again?"
Let’s break it down 🧠👇
📌 What is SOMA?
SOMA = System Open Market Account
It’s the Fed’s portfolio of U.S. Treasury and agency securities.
Managed by the NY Fed, it’s used to implement monetary policy.
🛠 Why Did SOMA Buy in This Auction?
These are reinvestment purchases, not QE.
When bonds mature in the Fed’s balance sheet, SOMA reinvests the cash into new Treasury securities — to maintain its size.
⚠️ Important:
SOMA buys are:
Pre-scheduled
Non-competitive (they don’t affect pricing)
Not injecting "new money" like QE
So this $20.47B is just maintenance, not stimulus.
📊 Total Auction:
$168.7B tendered
$78.5B accepted
Of which SOMA = $20.47B (Fed)
The rest went to public investors like dealers, funds, etc.
🔍 Bottom Line:
SOMA buys doesn’t mean QE
They’re like rolling over your FD — not spending new cash, just keeping the balance alive.