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Kathleen Hays Presents: Central Bank Central

Kathleen Hays

Timely, in depth analysis of Federal Reserve policy and players, and of its central bank counterparts around the world that are driving global markets.

Platform
Substack
PricingOnly free issuesPublishesDaily
Issues354SubscribersRead kathleenhays.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Sweet: CPI Reinforces Wait and See Powell-Led Fed, "Odds Lining Up" for Warsh Cut by June

Ryan Sweet is quick to agree that inflation is moving in the right direction as 2026 gets underway. How could he not after the yearly headline and core consumer price index numbers just came in on the lower side of forecasts?

7 days ago
2
2

Bostanjcic Sees Labor Market Turning Corner as "Green Shoots" Broaden Out

Kathy Bostjancic is impressed with the January jobs report and what it signals for the economy’s growth track as 2026 gets underway. With a much bigger than expected 130,000 gain in payrolls alongside a suprising 172,000 jump in private sec...

10 days ago
3
3

Constancio: EU Growth at Potential, Inflation near 2% Reinforce No ECB Rate Moves This Year

Vitor Contstancio was vice president of the European Central Bank alongside three ECB presidents from 2010 to 2018. He was the Governor of the Bank of Portugal, the nation’s central bank, from 1985 to 1986, and from 2000 to 2010. He also se...

15 days ago
3
0

Bordo, Levy See Warsh as "Mainstream Central Banker" in Greenspan-Bernanke Tradition

Michael Bordo and Mickey Levy have known and worked alongside Kevin Warsh for several years through their mutual affiliation with Stanford’s Hoover Institution. Mickey’s work as a Wall Street economist and Michael’s as a Rutgers Univeristy ...

18 days ago
4
1

Authors

The writers behind this newsletter.

  • Kathleen Hays

    I am a journalist covering the global political economy. I am interested in reading intelligent, informed, critical thinking on political, cultural, scientific issues.

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