Ep 17:

The Fed is buying bonds again. The world is borrowing $29 trillion. And the PPI pipeline just told us where prices are going. Description: Episode 17 of Guilded News goes underneath the headlines. The Fed quietly reversed its balance sheet from shrinking to expanding in December 2025 — buying $40 billion per month in "reserve management purchases" that look a lot like QE under a new name. The OECD projects global sovereign borrowing will hit $29 trillion in 2026 — up 17% in two years. And February PPI dropped this morning, revealing whether $100 oil has reached the factory floor. Primary sources: FOMC minutes, NY Fed, H.4.1 balance sheet, OECD Global Debt Report, IMF WP/26/42, BLS PPI.

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