The Central Banks' Watcher
Subscribe
Sign in
Home
Notes
Chat
Reports
Activities
Teaching Notes
Archive
About
Latest
Top
Discussions
The Bank of England Wimbledon’s Edition: will it be 6-3 for the Hawks or for the Doves?
Maybe it is speculative but the MPC could and should cut
20 hrs ago
•
Gianluca Benigno
6
Share this post
The Bank of England Wimbledon’s Edition: will it be 6-3 for the Hawks or for the Doves?
gianlucabenigno.substack.com
Copy link
Facebook
Email
Note
Other
U.K. August-24 CPI Inflation Report
Ahead of the Bank of England’s decision, inflation is easing, but rising rents pose a risk
Sep 18
•
Gianluca Benigno
5
Share this post
U.K. August-24 CPI Inflation Report
gianlucabenigno.substack.com
Copy link
Facebook
Email
Note
Other
50 or 25 bps? The Cut that Could Split the Fed
Whatever the Fed will do, it will surprise markets
Sep 15
•
Gianluca Benigno
19
Share this post
50 or 25 bps? The Cut that Could Split the Fed
gianlucabenigno.substack.com
Copy link
Facebook
Email
Note
Other
2
U.S. August-24 CPI Inflation Report
The uptick in Core CPI and the slow adjustment of Core Service inflation suggest a gradual approach to rate cuts.
Sep 11
•
Gianluca Benigno
13
Share this post
U.S. August-24 CPI Inflation Report
gianlucabenigno.substack.com
Copy link
Facebook
Email
Note
Other
2
Has Wage Growth Fueled Inflation in the UK?
No, and the BOE can safely cut interest rates
Sep 10
•
Gianluca Benigno
11
Share this post
Has Wage Growth Fueled Inflation in the UK?
gianlucabenigno.substack.com
Copy link
Facebook
Email
Note
Other
My Interview with Les Temps
I was commenting about the Fed policy decision at the September FOMC meeting.
Sep 6
•
Gianluca Benigno
Share this post
My Interview with Les Temps
gianlucabenigno.substack.com
Copy link
Facebook
Email
Note
Other
Switzerland August-24 CPI Inflation report
Persistently low inflation pressures in Switzerland while the Catch-22 effect boosts housing rental inflation
Sep 3
•
Gianluca Benigno
11
Share this post
Switzerland August-24 CPI Inflation report
gianlucabenigno.substack.com
Copy link
Facebook
Email
Note
Other
August 2024
Japan July-24 Inflation Report
Dictating the path to normalization
Aug 23
•
Gianluca Benigno
4
Share this post
Japan July-24 Inflation Report
gianlucabenigno.substack.com
Copy link
Facebook
Email
Note
Other
U.S. July-24 CPI Inflation Report
Slow moderation consistent with the beginning of the easing cycle
Aug 14
•
Gianluca Benigno
8
Share this post
U.S. July-24 CPI Inflation Report
gianlucabenigno.substack.com
Copy link
Facebook
Email
Note
Other
UK July 24-CPI Inflation Report
Marked decline in supercore inflation would justify continuation of easing cycle in September
Aug 14
•
Gianluca Benigno
7
Share this post
UK July 24-CPI Inflation Report
gianlucabenigno.substack.com
Copy link
Facebook
Email
Note
Other
2
Switzerland July 24-CPI Inflation Report
A tale of two inflation measures
Aug 12
•
Gianluca Benigno
6
Share this post
Switzerland July 24-CPI Inflation Report
gianlucabenigno.substack.com
Copy link
Facebook
Email
Note
Other
The Bank of Japan's Put
Put a stop on recent financial markets volatility
Aug 7
•
Gianluca Benigno
22
Share this post
The Bank of Japan's Put
gianlucabenigno.substack.com
Copy link
Facebook
Email
Note
Other
Share
Copy link
Facebook
Email
Note
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts