Steven Lubka: No change expected for rates or balance sheet policy

Steven Lubka: No change expected for rates or balance sheet policy
No changes expected for rates or balance sheet

Steven Lubka expects no changes to interest rates and anticipates that Warsh will not attempt to reduce the balance sheet.

His outlook suggests continued stability in both monetary policy and central bank asset management.

Lubka previously commented that most crypto projects outside stablecoins and asset trading are effectively finished, highlighting a shift from earlier downturns in the sector in one of his recent reports. He also observed prevailing bearish sentiment toward the SpaceX IPO, suggesting that negative outlooks could indicate potential for strong performance in another recent analysis. These viewpoints add further context to his expectations on monetary policy stability.

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