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...

01 Sep 2021, 10:44 AM
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...

28 Jul 2021, 09:41 AM
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...

01 Jul 2021, 10:59 AM
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...

09 Mar 2021, 09:59 AM
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...

27 Jan 2021, 02:54 PM
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...

05 Nov 2020, 12:00 AM