Analysis: Central Banks’ Key Message May Shift To Over-Tightening...
(This analysis was first published on November 9 at 3:46 PM as an email to premium subscribers)
By Sophia Rodrigues
(Sydney, November 9, 2022)—Central banks are treading on a narrow path, balancing the risks of over-tight...
11 Nov 2022, 01:36 PMAnalysis: Shifting Fed Headache From Outer To Inner Onion Layer
(This Analysis was first published on Tuesday, October 11 at 12:59 PM as an email to premium subscribers)
By Sophia Rodrigues
(Sydney, October 11, 2022)—The Federal Reserve’s firm focus is on core inflation, and it...
13 Oct 2022, 01:52 PMAnalysis: OMO or QE – The Name Matters
(This Analysis was first published on Monday, October 3 at 1022 PM as an email to premium subscribers)
By Sophia Rodrigues
(Sydney, October 3, 2022)— Open market operations is an important policy tool at the disposal of c...
05 Oct 2022, 09:18 AMAnalysis: BOE Episode Reminds Of Need For New Tools To Address Mk...
(This Analysis was first published on Thursday, September 29 at 11:32 PM as an email to premium subscribers)
By Sophia Rodrigues
(Sydney, September 29, 2022)—The Bank of England’s emergency operation to purchase gov...
30 Sep 2022, 01:03 PMAnalysis: The All-Important Short-Term Inflation Expectations
(This Analysis was first published on Wednesday, September 14 as an email to premium subscribers. It is also published under RBA tag)
By Sophia Rodrigues
(Sydney, September 14, 2022)—Short-term inflation expectations, wid...
16 Sep 2022, 09:20 AMAnalysis: Finally, Fed Warns Of Risk Of Inflation Psychology Shif...
(This Analysis was first published on Monday, August 29 at 1002 PM as an email to premium subscribers)
By Sophia Rodrigues
(Sydney, August 29, 2022) – One month after expressing confidence that competitive pressures and a...
31 Aug 2022, 03:21 PM