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...

Analysis: Bank of England Likely To Swing Dovish MonPol Surprise

By Sophia Rodrigues

The Bank of England is likely to boost Quantitative Easing by more than expected and accelerate the pace of purchases as existing downside risks to economic outlook is expected to worsen further due the second lockdow...