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by roenxi 2815 days ago
:D Hey OP.

I didn't put it in my comment because I have no evidence, but my first guess was that the cost-disease-funded-by-debt was exactly caused by those 2 trillion. My instinct is as follows:

* The reserves for fractional reserve banking are excess reserves at the Fed + other reserves.

* Fed is safer than other, so large portions of the banks reserves sit with the fed.

* New money is created by the banks as loans.

* The excess reserves allow massive lending (the multiplier was something like 20x if I recall).

* Banks now have an income stream & massive cash reserves. Actors willing to take on debt push any capitalists smaller than a bank out of capital markets.

Basically, I assume these "excess" reserves are misleadingly labeled and are actually in use relative to the fractional reserve system.

That is obviously a complicated guess with no evidence, and you look like you've put more effort into research than me, but it fails the sniff test that 2 trillion exists and is having literally no impact. I bet it is and it is just complicated enough that it is hard to pin down.