AI Data Insight
The latest data for Q3 2026 shows that the Federal Reserve's U.S. Treasury holdings reached $4,509.9 billion, continuing to climb from the previous week's $4,502.7 billion. With the end of Quantitative Tightening (QT), the Fed has shifted to maintaining an "ample reserves" framework, driving a recovery in market liquidity. Analysts point out that the structural expansion of the balance sheet helps support risk assets, but medium-to-long-term concerns of an inflation resurgence still need to be guarded against.