This report from the MFS Market Insights Team (October 29, 2025) examines the Federal Reserve’s decision to end Quantitative Tightening (QT) and its implications for markets and liquidity.
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The Fed’s termination of QT on December 1 aims to ease mounting stress in money markets and improve banking system liquidity.
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MFS expects lower market rates and a near-term bullish signal for both fixed income and equities, particularly rate-sensitive sectors.
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Renewed downward pressure on the USD may accompany increased risk appetite for credit and equities.
Explore the full report for detailed analysis on positioning, sector impacts, and liquidity dynamics.
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