The Central Banks' Watcher

The Central Banks' Watcher

Home
Notes
Reports
Activities
Teaching Notes
Archive
About
Central Banks Commentary: Federal Reserve, BoJ, BoE and SNB
Navigating Tariffs Amid Geopolitical Tensions
 • 
Gianluca Benigno
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.
 • 
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
Most Popular
View all
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
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
Scenario Analysis as Communication Device for Central Banking
Reshaping Communication: The Bernanke Review will affect Central Banks’ communication beyond the Bank of England.
 • 
Gianluca Benigno
2
The Global Financial Resource Curse
On the need to revisit globalization
 • 
Gianluca Benigno
1
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.
Recommendations
View all 18
Geopolitics Explained
Geopolitics Explained
Dylan Muggleton
Swiss Macro and History
Swiss Macro and History
Stefan Gerlach
Across The Spread
Across The Spread
Weston Nakamura
The Options Oracle
The Options Oracle
Edward Corona
📈 TKer by Sam Ro
📈 TKer by Sam Ro
Sam Ro, CFA

The Central Banks' Watcher

AboutArchiveRecommendationsSitemap
© 2025 Gianluca Benigno
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture