Kathleen Hays Presents: Central Bank Central
Kathleen HaysTimely, in depth analysis of Federal Reserve policy and players, and of its central bank counterparts around the world that are driving global markets.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 395 | Founded | 3 years ago | Last Issue | 6 days ago |
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kathleenhays.substack.comLatest Issues
Emons Sees Warsh Posing Balance Sheet Reduction as Restrictive Policy Compromise
Ben Emons, the founder and CIO of Fed Watch Advisor, is a bond market veteran and lifelong Fedwatcher. He whas held management and advisory roles in financial institutions including PIMCO, Intellctus Partners, and Medley Global Advisors , c...
Ryding: Warsh Must Message Fed Ready to Hike Rates if Inflation Keeps Rising
John Ryding is convinced that the strong labor market seen in the latest jobs report is tilting the case for the Federal Reserve to take action to raise interest rates sooner than later. “Not because the job creation causes the inflation bu...
Harris: Fed 2026 Rate Hike Could Be Hastened by Bond Selloff, Rising Inflation Expectations
Ethan Harris is a longtime economist and Fed watcher as the author of “Ethan on the Economy: Independent Views from an Unvarnished Economist,” a blog that posts on LinkedIn regularly and is now published on Substack as well.
No surpri...
Chandler: BOJ's Pain Threshold Tested as JGB's are Under Fire, Pressure Builds for Rate Hike,
Marc Chandler is one of the most recognized strategists in global currency and capital markets, with more than 30 years of experience. He previously served as Global Head of Currency Strategy at HSBC NY and at Brown Brothers Harriman before...
Andolfatto: Fiscal Forces May Increasingly Limit Fed Policy Moves as Warsh Takes the Reins
David Andolfatto brings a long, strong background to the Fedwatching world as the Kevin Warsh era begins. Debates over where the Federal Reserve is now and where the new Chairman should lead it next are already underway.
Professor Andolfat...
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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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