QE Is Back and Asset Prices are going Higher
From The Pomp Letter by Anthony Pompliano
December 11, 2025 · 4 min
About this episode
The episode discusses the return of quantitative easing and its implications for asset prices following a recent Federal Reserve interest rate cut.
Today’s Letter is Brought To You by Abra ! Borrow up to 50% of the value of your crypto holdings with Abra in a highly flexible open term loan. Your collateral is held in a separately managed account where you retain legal title to the assets. Rates are highly competitive, ranging from 4-7%APY.No interest payments are required during the life of the loan. There are no minimums or maximum loan sizes.To learn more, click here . To set up an account, click here for individuals and here for entities. To investors, Quantitative easing is back. The Federal Reserve announced a 25 basis point cut yesterday, which brings the federal funds rate down to 3.50-3.75%. The vote had three dissenters, including two people who thought we should have left rates unchanged and Fed Governor Stephen Miran who wanted a 50 basis point cut. While the interest rate cut is important, it was consensus across Wall Street that the central bank would reduce the cost of capital by 25 basis points. The big surprise coming out of the two day meeting was the Fed’s announcement to restart balance sheet expansion with $40 billion in monthly Treasury bill buys. My friends at Geiger Capital put it best when they…
People in this episode
Host: Anthony Pompliano
Topics covered
- quantitative easing
- Federal Reserve
- interest rates
- asset prices
- economic policy
Keywords
- quantitative easing
- Federal Reserve
- interest rates
- asset prices
- economic policy
- Treasury bill buys
- Ben Bernanke
- Jerome Powell
Sponsors
Abra
Mentioned in this episode
Organizations: Federal Reserve, Geiger Capital
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