Analysis: Why Fed Powell’s Jackson Hole Speech was Hawkish

(This Analysis was first published on Tuesday, August 31 at 4:58 PM as an email to premium subscribers)

By Sophia Rodrigues

(Sydney, August 31, 2021)—There has been a clear shift in Federal Reserve’s thinking on inf...

Central Banks’ Incremental Income Source, And It’s Growing

(This Analysis was first published on Friday, July 23 at 9:52 AM as an email to premium subscribers)

By Sophia Rodrigues

(Sydney, July 23, 2021)—Quantitative Easing is an unconventional tool that central banks use to prov...

Analysis: Powell’s Balancing Act Between “A Ways” And “Inflation...

(This Analysis was first published on Wednesday, June 30 at 3:23 PM as an email to premium subscribers)

By Sophia Rodrigues

(Sydney, June 30, 2021)—Federal Reserve Chair Jerome Powell may have veered marginally to th...

Analysis: Fed’s Powell Leaning Towards Communication, Not Action

(This article was first published on Monday, March 8, 2021 at 11:59 AM as an email to premium subscribers)

By Sophia Rodrigues

(Sydney, March 8, 2021) -- More asset purchases and strengthened forward guidance are the two main t...

Analysis: Extraordinary Move by Bank of Canada May be Sign of Thi...

By Sophia Rodrigues

(This Analysis was first published on January 22 as an email to premium subscribers)

In a world where central banks are using forward guidance as a key monetary policy tool to provide more stimulus, it is ex...

Analysis: BOE’s Main Message Is in Forward Guidance, Not Addition...

By Sophia Rodrigues

A larger-than-expected boost to bond-buying program was the highlight of the Bank of England’s November monetary policy decision but more important was the small but significant change in forward guidance and co...