HeyJaredKathleen Hays Presents: Central Bank Central
Timely, in depth analysis of Federal Reserve policy and players, and of its central bank counterparts around the world that are driving global markets.
- Indexed issues, last 90 days
- 15
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- Sep 28, 2026
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- Sep 2, 2026
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Ryding: Yields Up on View Fed Will Have to Do More than It Expected to Contain Inflation (opens the original)
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What’s driving the fiercest selloff in the U.S. government bond market that’s taking yields to their higest levels since 2004? Is the main driver now the skyhigh oil prices that are driving up inflation and supply shock after supply shock threatening to keep driving prices even higher? Or is it the high and still rising $40 trillion dollar U.S. government debt load whittling down confidence in the biggest and deepest sovereign bond market in the world? Or is it something else? Enter John Ryding.
Whalen: “Wave of Inflation” Coming as Wars Fuel Oil Shortages, Surging Prices Fed Can’t Stop (opens the original)
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R. Christopher Whalen wrote his first book on inflation back in 2010 but he wasn’t satisfied. A longtime investment banker and author who focuses on banking, mortgage finance, and fintech sectors as Chairman of Whalen Global Advisors LLC, Chris says he wrote it “barely two years after the Great Financial Crisis and things were a bit of a mess. And I didn’t do as good of a job on the book as I felt I could have.”This time in his revised edition of “Inflated: Money, Debt, and the American Dream,”
Loo Sees BOJ Rate Hike by Turn of Year, “Reflationist Dissenters” Can’t Stand in Way (opens the original)
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Masahiko Loo has been following the Bank of Japan and its policy decisions since he started climbing his fixed income career ladder at JP Morgan, followed by his years at AllianceBernsten and then Wellington Management, taking him to State Street Investment, where he is APAC Senior FI Strategist covering Fixed Income and Currency.I first met Masahiko when I started going to Tokyo to cover the Bank of Japan back in the days when Haruhiko Kuroda was still Governor trying to break the back of defla
Xenofontos Backs BOE Decision to Hold Policy Steady: Rate Hike Can’t Open Strait of Hormuz (opens the original)
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The Bank of England was not expected to raise its key rate when it met this week even as U.K. inflation is flaring up again. In August the headline consumer price index climbed 3.1%, compared to a rise of 2.9% in July, and is accelerating as the 3-month annualized rate jumped to 3.3%.On the other hand, core inflation—which takes out food and, importantly, red-hot energy prices—has held steady at 2.9% year-over-year since April. But that’s still far above the BOE’s 2% inflation target. So why did
Meade Sees Rate Hike in December, Chance Fed Decides 2027 Boost Needed Too (opens the original)
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Ellen Meade has been helping to guide Federal Reserve policy since she started her career at the Fed, serving as a special advisor to the Federal Reserve Board of Governors and as senior advisor in the Division of Monetary Affairs. Now she is a research professor of economics at Duke University who also finds time to author her Fed policy-centered Substack “Ellen Speaks.”Ellen joins me after the FOMC has announced its widely anticipated quarter-point rate hike—the first since 2023—and I have jus
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