China's fx intervention is becoming less "stealthy"
Balance sheet innovation at the Fed
Inflation in the United States
Monetary policy update—Dec
What do Turkey and Argentina have in common?
The return of global imbalances?
No Deal Brexit Risk: Back to the Future
What next for the ECB: Schnabel’s sequencing logic
The Great Reflation
The costs of miscommunication on Threadneedle Street
Central bank capital depletion: Aka, the dark side of QE
Global monetary policy update—Nov 2021
Paid subscription announcement
The greatest peacetime surge in household wealth
Bank of England balance sheet shrinkage (Part 1)
Reviving the SDR for the next century
The end of Bretton Woods after fifty years
EM QE: Here to stay?
Bailey's policy experiment: QT or not QT?
The growing velocity of fractional securities settlement: an unintended consequence of QE?
El Salvador’s Bitcoin Gambit
The remarkable expansion of global central bank balance sheets during the pandemic
The evolving nature of central banking: Where next for Europe?
An Addendum to China BoP (Part III): Back in the Manipulation Game?
China BoP (Part III): Back in the Manipulation Game?
The End of US Exceptionalism
Meet Exante Data's Substack Writers
To catch a falling knife: US Treasuries and the Fed (Part 3)
Is it to be Diem versus DCEP?
To catch a falling knife: US Treasuries and the Fed (Part 2)
To catch a falling knife: US Treasuries and the Fed (Part 1)
The Norwegian Krone is becoming a “global” currency (Part I).
China's digital currency is a game changer (Part 2)
China's Balance of Payments (Part II): Rising Overseas Bank Lending In Lieu Of FX Reserve Accumulation
China's Balance of Payments (Part I): From the Trade War to a "Positive" COVID Shock
Fed swap lines during the 2020 global pandemic
The mechanics of CBDC issuance
2020 UST March Madness
Sustainability reporting is a Copernican Revolution for global financial markets
China's digital currency is a game changer (Part 1)