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The Central Banks' Watcher

Gianluca Benigno

Central Banks' Watcher offers an analysis and insights on major central banks policy decisions and macroeconomic challenges.

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PricingOnly free issuesPublishesDaily
Issues201Founded3 years agoLast Issue45 hours ago
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Latest Issues

Central Bank Commentary (July-26): Federal Reserve, Bank of Japan and Bank of England

Figure 1. The Strait of Hormuz transit, the Hormuz Transit Stress Index, and the Global Supply Chain Pressure Index. Sources: NY Fed GSCPI (July update) and IMF PortWatch; data are updated through the 23rd of August.

In the latest pu...

45 hours ago
8

Japan July-26 CPI Inflation Report

Key takeaways:

  • Japan Consumer Price Index (CPI) increased by 1.9% year-on-year (YoY) in July, higher than June’s 1.6% YoY reading and above the market forecast of a 1.7% YoY increase.

  • CPI excluding fresh food, the Bank of Japan’s...

8 days ago
13

A Transformational Fiscal Policy

My latest piece for the Herald Insight Collection is inspired by the current policy mix in South Korea. Let me explain.

South Korea has recently announced plans for next year’s budget, the country’s first above 800 trillion won, an expansi...

9 days ago
14

UK July-26 CPI Inflation Report

Key takeaways:

  • UK Consumer Price Index (CPI) increased by 2.9% year-on-year (YoY) in July, above June’s 2.6% YoY figure and in line with the market consensus of 2.9% YoY.

  • Core CPI in July increased by 2.6% YoY, above the consensus...

10 days ago
10

US July-26 CPI Inflation Report

Key takeaways:

  • The overall Consumer Price Index (CPI, n.s.a.) increased by 3.4% year-on-year (YoY) in July, in line with the consensus expectation of 3.4% YoY and below June’s 3.5% YoY increase.

  • Core CPI in July was 2.5% YoY (n.s....

17 days ago
18
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