Warsh the Reformer: A New Era for the Fed (Principal Asset Management)
What Kevin Warsh’s Fed could mean for rates, balance sheet policy, regulation, and market volatility.
SWFs and Central Banks
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SWF Investment in an Age of Geopolitics and AI (IFSWF)
This report is IFSWF's 2026 annual review. Two forces, geopolitical fragmentation and a technology cycle remaking…
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AI and the Global Economy: Implications for Central Banks (BIS)
The AI boom is driving a large, increasingly debt-financed investment surge and boosting trade and equity markets…
Reserves and the Buyer of Last Resort (Becker Friedman Institute)
The authors examine the role of central bank reserves and public liquidity when secondary markets may freeze.
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