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Central Bank Commentary: Federal Reserve, BoJ and BoE
Balancing Risks
Sep 24
•
Gianluca Benigno
17
Interest Rate Politics II: the Fiscal Side of Monetary Policy
On how Monetary Policy shapes Fiscal Outlook (the U.S. case)
Sep 14
•
Gianluca Benigno
25
US August-25 CPI Inflation Report
Inflation was broadly in line with expectations, but monthly headline and core readings surprised to the upside.
Sep 11
•
Gianluca Benigno
13
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Global Supply Chain Disruptions and Tariffs
Two Shocks, Two Different Channels
Aug 4
•
Gianluca Benigno
40
11
Japan June-25 CPI Inflation Report
BOJ Confronts Inflation Dilemma as Tariff Shock Looms.
Jul 18
•
Gianluca Benigno
6
Central Banks Commentary: Federal Reserve, BoJ, BoE and SNB
Navigating Tariffs Amid Geopolitical Tensions
Jun 23
•
Gianluca Benigno
19
2
The Flip Side of UK Monetary Policy
This note draws from remarks I delivered as part of the monetary policy outlook panel at the Bank of England Watchers’ Conference.
May 19
•
Gianluca Benigno
21
4
Tariff as Financial Event II: the Geo-economics Fracture Hypothesis
What is unfolding is not just a liquidity event but possibly a more structural shift in the international financial architecture.
Apr 15
•
Gianluca Benigno
38
5
Tariffs as a Financial Event
Large scale tariff shock has set in motion financial deleveraging
Apr 8
•
Gianluca Benigno
52
Background Note on Trade and Trade Imbalances
I did this notes for one of my courses as a background to review the classical concepts in terms of imbalances from trade and international finance…
Mar 9
•
Gianluca Benigno
56
7
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