Chris Giles on Central Banks

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Tuesday, 18 June, 2024

Central banks
How to understand central bank QE losses Premium content
They are real, whether countries choose to pay upfront or brush them under a giant rug
Tuesday, 11 June, 2024

Central banks
The cutting cycle begins Premium content
But slow and steady is the name of the game
Tuesday, 4 June, 2024

Global inflation
Inflation ain’t behaving Premium content
The US, Eurozone, UK and Japan each have reasons to be unhappy
Tuesday, 28 May, 2024

Central banks
The perils of data dependence Premium content
How the ECB has coped better than the Fed and BoE in an uncertain world
Tuesday, 21 May, 2024

Global inflation
Measurement matters Premium content
Real rentals, fast food and awkward adjustments in an inflation index near you
Tuesday, 14 May, 2024

US inflation
Inflation’s rental risks Premium content
The US and UK need to see a moderation in the price of home leases
Tuesday, 7 May, 2024

Central banks
European interest rates are set to diverge from the US Premium content
It may be a bumpy ride, although the latest evidence is encouraging
Tuesday, 30 April, 2024

US interest rates
Is the Fed’s next move a raise in rates?
Four reasons to doubt a hike is coming, but US inflation has been misbehaving
Tuesday, 23 April, 2024

US interest rates
Where is the Fed’s interest rate heading? Premium content
The search for the neutral rate is proving elusive
Tuesday, 16 April, 2024

Global inflation
Three errors in inflation control Premium content
Inconsequential reforms suggested for the Bank of England, misjudged US inflation and markets, and extrapolating too much
Tuesday, 9 April, 2024

Central banks
Central banks lower the bar for rate cuts Premium content
That is, as long as the data does not deliver a nasty surprise
Tuesday, 12 March, 2024

Central banks
Can rate cuts and quantitative tightening mix?
The current thinking is that they can, but there will be limits to asset sales
Tuesday, 5 March, 2024

Central banks
Does quantitative easing deserve to come out of the sin bin? Premium content
The international success of quantitative tightening strengthens the case for money printing
Tuesday, 27 February, 2024

Central banks
Scenarios won’t transform economic forecasts Premium content
Central bankers will still have to make policy in the world as they find it
Tuesday, 20 February, 2024

US inflation
What caused the great inflation? Premium content
An international comparison unmasks the culprits and has a sting in the tail
Tuesday, 13 February, 2024

Central banks
Will wage growth keep inflation too high? Premium content
There is little sign of a wage price spiral in the US or eurozone, but the UK is on the edge
Tuesday, 6 February, 2024

Central banks
Dhingra urges BoE not to take a risk with the UK economy Premium content
Dovish rate setter says inflation has been tamed and now is the time to cut interest rates
Tuesday, 30 January, 2024

Central banks
The Fed’s battle against inflation is almost complete
Disinflation is evident, however you look at the price statistics
Tuesday, 23 January, 2024

Central banks
2024 is still the year for rate cuts Premium content
It is time to take stock as the first big monetary policy meetings of the year take place
Tuesday, 16 January, 2024

Central banks
Central banks look likely to be late in cutting rates Premium content
It’s hard to be nimble when you exaggerate uncertainties
Tuesday, 9 January, 2024

Central banks
A jittery Fed meets serene markets
Cutting rates too little too late is the likely consequence of policymakers unsure about everything
Tuesday, 2 January, 2024

US interest rates
If Fed calls time on rate rises, how far will it go? Premium content
Markets expect steeper cuts in 2024 than officials, but there are clues to what the bank will do
Tuesday, 19 December, 2023

Central banks
Central banks struggle with changing facts Premium content
Whether they changed their minds or stuck firm, markets did not believe them
Tuesday, 12 December, 2023

Central banks
Is the last mile really the hardest?
When it comes to reducing inflation, central bankers think it is
Tuesday, 5 December, 2023

Central banks
The public are clueless about inflation
That means interest rates are likely to stay high for too long