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Barry Knapp gives his outlook for rates in 2026 and explains how the Fed’s policies have affected housing affordability and inflation. It’s more than just rate decisions, he notes, their balance sheet has huge implications for the economy. He explains how relaxing banking regulations is key to the Fed’s plans.

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It’s Not Just Rates: Why the Fed Balance Sheet is Critical for 2026

Schwab Network

It’s Not Just Rates: Why the Fed Balance Sheet is Critical for 2026