Quantitative Easing (QE)

FundamentalMacroeconomics2 min read

Quick Definition

An unconventional monetary policy where a central bank purchases government bonds and other securities to increase money supply and lower long-term interest rates.

What Is Quantitative Easing (QE)?

Quantitative easing (QE) is an unconventional monetary policy tool used when short-term interest rates are at or near zero and conventional rate cuts are no longer possible. The central bank creates new bank reserves electronically and uses them to purchase large quantities of government bonds, mortgage-backed securities, or other financial assets from the open market. This process increases the money supply, lowers long-term interest rates (by pushing bond prices up and yields down), and encourages lending and investment. The Fed conducted four major QE programs: QE1 (2008-2010, $1.75T), QE2 (2010-2011, $600B), QE3 (2012-2014, open-ended), and pandemic QE (2020-2022, unlimited initially). At its peak, the Fed's balance sheet exceeded $9 trillion. QE has been credited with stabilizing financial markets during crises and supporting economic recovery, but critics argue it inflates asset prices (benefiting wealthy asset owners), distorts market signals, creates moral hazard, and can contribute to inflation if maintained too long. The reverse process — quantitative tightening (QT) — involves letting bonds mature or selling them to shrink the balance sheet.

Quantitative Easing (QE) Example

  • 1The Fed's unlimited QE announcement in March 2020 ("whatever it takes") helped stabilize markets, with the S&P 500 rallying 70% from its March low over the next year
  • 2The Bank of Japan has conducted QE for decades, purchasing not only government bonds but also stock ETFs, making it one of Japan's largest equity holders