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FED CUTS, THE ECB HOLDS
Still, our economies are not controlled by Monetary Policy.
Dec 19, 2025
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Vítor Constâncio
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ECB AND FED POLICY OPERATIONAL FRAMEWORKS – A PRIMER
CORRIDORS AND FLOORS - SOFT AND HARD
Nov 28, 2025
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Vítor Constâncio
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THE FED LOSES CONTROL OF THE REPO RATE, DOES A HAWKISH CUT, AND WILL HOLD IN DECEMBER
Will the basis trade unwind? Is “Non-QE QE” coming?
Nov 6, 2025
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Vítor Constâncio
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THE FED LOSES CONTROL OF THE REPO RATE, DOES A HAWKISH CUT, AND WILL HOLD IN DECEMBER
Nov 6, 2025
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Vítor Constâncio
48
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TIC SURPRISES, BASIS TRADE, REPOS, LIQUIDITY STRESS, INFLATION, THE ECONOMY
Oct 24, 2025
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Vítor Constâncio
34
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ECB AND FED POLICY OPERATIONAL FRAMEWORKS – A PRIMER
Nov 28, 2025
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Vítor Constâncio
30
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THE STABLECOINS TRIUMPH AND THE CBDCs DEMISE (PART 1)
Sep 10, 2025
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Vítor Constâncio
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THE STABLECOINS TRIUMPH AND THE RETAIL CBDCs DEMISE (PART 3)
Oct 13, 2025
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THE STABLECOINS TRIUMPH AND THE CBDCs DEMISE (PART 2)
Sep 18, 2025
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Vítor Constâncio
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TIC SURPRISES, BASIS TRADE, REPOS, LIQUIDITY STRESS, INFLATION, THE ECONOMY
Too much for the FED?
Oct 24, 2025
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Vítor Constâncio
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TIC SURPRISES, BASIS TRADE, REPOS, LIQUIDITY STRESS, INFLATION, THE ECONOMY
Too much for the FED?
Oct 24, 2025
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Vítor Constâncio
13
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THE STABLECOINS TRIUMPH AND THE RETAIL CBDCs DEMISE (PART 3)
Most countries abandoned retail CBDCs- Will wholesale CBDCs the game-changer?
Oct 13, 2025
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Vítor Constâncio
15
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THE STABLECOINS TRIUMPH AND THE CBDCs DEMISE (PART 2)
Will stablecoins transform the global monetary and financial system?
Sep 18, 2025
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Vítor Constâncio
14
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THE STABLECOINS TRIUMPH AND THE CBDCs DEMISE (PART 1)
Will stablecoins transform the global monetary and financial systems?
Sep 10, 2025
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Vítor Constâncio
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FED STANCE AND FRAMEWORK REVERSALS
REWEIGHTING UNEMPLOYMENT AND INFLATION?
Aug 25, 2025
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Vítor Constâncio
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FED AT DUSK UNDER SIEGE
Stagflation and Secretary Bessent's recognition that the economy is not robust.
Aug 15, 2025
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Vitor Constancio’s MacroViews
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