The Central Banks' Watcher

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Tariffs as a Financial Event
 • Gianluca Benigno
Background Note on Trade and Trade Imbalances
 • Gianluca Benigno
7
Tariff as Financial Event II: the Geo-economics Fracture Hypothesis
 • Gianluca Benigno
5
Quantitative Tightening 101
 • Gianluca Benigno
A Quick Guide to the New U.S. Trade Regime
 • Gianluca Benigno
The Flip Side of UK Monetary Policy
 • Gianluca Benigno
4
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.
 • 
Gianluca Benigno
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.
 • 
Gianluca Benigno
5
Tariffs as a Financial Event
Large scale tariff shock has set in motion financial deleveraging
 • 
Gianluca Benigno
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…
 • 
Gianluca Benigno
7
Focus on China
Introducing new coverage!
 • 
Gianluca Benigno
The Bank of England at a Crossroads: Rethinking the Narrative Before It’s Too Late?
On the need of shifting gear
 • 
Gianluca Benigno
2
Interest Rates Politics: can Trump Pressure the Fed?
It is still inflation that matters
 • 
Gianluca Benigno
The Central Banks' Watcher
The Central Banks' Watcher
Central Banks' Watcher offers an analysis and insights on major central banks policy decisions and macroeconomic challenges.
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