Bill Nelson on the Future of the Fed's Balance Sheet

比尔·内尔森关于美联储资产负债表未来的看法

Macro Musings with David Beckworth

2026-03-23

55 分钟
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Bill Nelson is a chief research officer and chief economist at the Bank Policy Institute. In Bill's 10th appearance on the show he discusses his infamous email list, the ratchet effect from QE, his congressional testimony, the BPI's Bank Treasurers Survey, how he thinks the Fed should shrink the balance sheet, whether the Fed is profitable, and much more.   Watch the full length video on our new YouTube Channel! Check out the transcript for this week's episode, now with links. Recorded on March 3rd, 2026 Subscribe to David's Substack: Macroeconomic Policy Nexus Follow David Beckworth on X: @DavidBeckworth Follow the show on X: @Macro_Musings Check out our Macro Musings merch! Timestamps 00:00:00 - Intro 00:02:00 - Quantitative Easing Ratchet Effect 00:16:31 - Bill's Congressional Testimony 00:31:12 - BPI's Bank Treasurers Survey 00:37:37 - How To Shrink the Balance Sheet 00:48:44 - The Fed's Profits 00:54:50 - Outro
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  • Welcome to Macro Musings, where each week we pull back the curtain and take a closer look at the most

  • important macroeconomic issues of the past, present, and future.

  • I am your host, David Beckworth, a Senior Research Fellow with the Mercatus Center

  • at George Mason University, and I'm glad you decided to join us.

  • Our guest today is Bill Nelson.

  • Bill is a chief research officer and chief economist at the Bank Policy Institute.

  • He is also the former deputy director of the Division

  • of Monetary Affairs at the Federal Reserve Board.

  • Bill joins us today to discuss some recent research on the structural demand for reserves,

  • as well as some updates on the Fed's balance sheet and his testimony on that issue before Congress.

  • Bill, welcome back to the program.

  • Thanks for having me, David.

  • It's always a pleasure.

  • Bill, this is appearance number 10.

  • That's crazy.

  • It is.

  • That's really surprising.

  • And that means you get an official golden jacket, although we haven't issued one yet.

  • We'll be the first.

  • George also is entitled to one George Selgin.