Monday, December 22, 2025

Bank of America just leaked their report to institutional clients.



This is worth noting. Not a surprise as we are entering an era of US dollar expansion to overcome structural deficits.  

It is usual for this type of intell to be provided to top clients and few else.  Yet it is BofA whose size has its own quality.

all good.


Bank of America just leaked their report to institutional clients.

https://www.linkedin.com/posts/tuli-nate-urbach-5a558b91_finance-economy-markets-activity-7405773526021853185-WgZu/

They've revealed the Fed is about to print $45 billion per month, disguising it as “reserve management purchases” so you won't notice.

You’re about to see your savings get crushed by inflation.

The breakdown:

First, understand this: Bank of America doesn't send these reports to retail investors or CNBC.

Only their biggest institutional clients get this.

And yet it's been leaked.

And here’s what's been discovered:

The Fed is using "reserve management purchases" to disguise money printing.

Specifically, they’re flooding the system with $45 billion in new money every month.

Inflation is about to crush the dollar.

We’ve seen this pattern before.
Last time they did this was 2008.

We saw what happened then:

- Banks collapsed.
- Economy in freefall.

The Fed “solved” this with quantitative easing and printed $4 trillion from 2008 to 2014.
Your purchasing power evaporated.

If you held cash or had just a savings account, you got crushed by inflation.

If you owned stocks, real estate, or gold, you were protected.

We also saw this during COVID.

The market crashed 30% and then had the greatest bull run in years because the Fed printed massive amounts of money.

Now they have to do this again or banks would go bankrupt.

Jerome Powell is about to get replaced.

The next Fed chair has close ties with Trump and will accelerate rate cuts and money printing even faster.

But how will they get it into the economy?


They believe the Fed will use the repo market to pump money into banks.

Banks lend it out. More money in the economy. The cycle repeats.

This is what's going to drive 2026, not AI or profits.

The easiest investing thesis: More money printed equals higher asset prices.

It's that simple.

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