A Stress Test for U.S. Bank Regulation

Our recent post investigated the failure of Silicon Valley Bank (SVB). Bank regulation is designed to make failures like it rare and contained events, and the performance of the U.S. banking system following SVB’s failure provides a test of the regulatory framework. Did bank regulators miss SVB early warning signs? In February 2023, KPMG, SVB’s … Continue reading A Stress Test for U.S. Bank Regulation

Leaders and Followers: Are Central Banks on Track to End Inflation?

In March 2021, the inflation rate in the United States was comfortably inside a range of 1 and 2 percent per year, considered to be price stability. One month later, the U.S. inflation rate exceeded 4 percent, and then increased to more than 8 percent. Inflation took off in most other economies too. What do … Continue reading Leaders and Followers: Are Central Banks on Track to End Inflation?

Bank of Canada Says Labor Market Can Weather a Slump Without a Jobless Surge

The Bank of Canada is raising interest rates to return inflation to target, and Governor Tiff Macklem says Canada’s red-hot labor market can weather an economic slump without seeing a major surge in unemployment—Reuters, November 10, 2022 What is Canada’s inflation rate and what is its inflation target? Statistics Canada reports Canada’s inflation rate every … Continue reading Bank of Canada Says Labor Market Can Weather a Slump Without a Jobless Surge

Fed Jacks Up Interest Rates Again, Hints at Smaller Increases Ahead

The Federal Reserve raised interest rates by three-quarters of a percentage point on November 2 and said fighting inflation will require further rises, yet at a slower pace in what has become the swiftest tightening of U.S. monetary policy in 40 years.—Reuters, November 3, 2022 What is monetary policy tightening? Monetary policy tightening is raising … Continue reading Fed Jacks Up Interest Rates Again, Hints at Smaller Increases Ahead