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Fed Halts Reserve Management Purchases, Signaling Shift in Balance Sheet Policy

economy-finance · 2026-08-14

From August 14 to September 14, the Federal Reserve Bank of New York will cease its Reserve Management Purchases (RMPs), cutting them down from $10 billion per month to none. Launched in mid-December, RMPs involved acquiring $40 billion in Treasury bills monthly to enhance reserves. Following April 15, the Fed reduced these purchases to $10 billion and is now eliminating them, in accordance with recommendations made by Kevin Warsh during his inaugural FOMC meeting on June 17. The Fed's balance sheet stands at $6.76 trillion. During this timeframe, mortgage-backed securities (MBS) will continue to automatically run off, with an anticipated $17 billion in MBS runoff, while purchasing a similar amount in T-bills. Since fall 2022, MBS holdings have declined by $809 billion (29%).

Key facts

  • The Federal Reserve Bank of New York announced it will halt Reserve Management Purchases (RMPs) for August 14 through September 14.
  • RMPs were previously tapered to $10 billion per month.
  • RMPs were started in mid-December, involving $40 billion in Treasury bill purchases monthly.
  • The halt follows changes suggested at Kevin Warsh's first FOMC meeting on June 17.
  • The FOMC Implementation Notes changed from 'Increase...' to 'When appropriate, increase...' regarding securities purchases.
  • The Fed's balance sheet stands at $6.76 trillion.
  • MBS runoff will continue and be replaced with T-bills, with an estimated $17 billion runoff for the period.
  • Since fall 2022, the Fed has reduced MBS holdings by $809 billion (29%).
  • The ratio of Fed assets to GDP dropped to 20.7% at the end of Q2.

Entities

Institutions

  • Federal Reserve Bank of New York
  • Federal Reserve
  • FOMC

Sources