🚨 IT'S REAL — AND IT'S NOT NOISE 🚨
🔥 The reserve balances of the Federal Reserve HAVE JUST FALLEN TO THE LOWEST LEVEL SINCE EARLY DECEMBER.
This is already in the official data and was reported by financial media.
📉 What actually happened (no smoke):
• Bank reserves at the Fed fell to ~US$2.93 trillion
• It's the lowest point since early December
• It's not opinion, it's pure accounting of the financial system
⚠️ Why it matters (the part they don't tell you):
• Less reserves = less immediate liquidity cushion
• It happens at the end of the year, when the system tends to be more tense
• The Fed is no longer actively draining balance, so this drop is not automatic QT, it's real money flow moving
🧠 Simple translation:
Money is moving, it's not "comfortable" parked at the Fed.
That usually happens when:
• There's pressure in the system
• Or banks need liquidity elsewhere
• Or the market is readjusting before a major change
❌ What it DOES NOT mean (let's be clear):
• It's not an immediate collapse
• It's not a banking crisis today
• But it's also not irrelevant
💥 Direct conclusion:
✔️ Yes, it's real.
✔️ Yes, it's a signal to watch.
✔️ Yes, it confirms that liquidity IS NOT as loose as some sell.