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𝚄𝚐𝚑 𝙱𝚘𝚍𝚢 𝚌𝚑𝚊𝚗𝚐𝚎𝚜, 𝚑𝚘𝚗𝚎𝚜𝚝 𝚛𝚊𝚖𝚋𝚕𝚒𝚗𝚐

𝓢𝓾𝓹𝓻𝓮𝓶𝓮 𝓖𝓙༺꧁👑꧂༻

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11,196 Aufrufe • vor 1 Jahr •via X (Twitter)

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𝙰𝚕𝚕 𝚒𝚜 𝚚𝚞𝚒𝚎𝚝 𝚘𝚗 𝙽𝚎𝚠 𝚈𝚎𝚊𝚛'𝚜 𝙳𝚊𝚢. 𝙰 𝚠𝚘𝚛𝚕𝚍 𝚒𝚗 𝚠𝚑𝚒𝚝𝚎 𝚐𝚎𝚝𝚜 𝚞𝚗𝚍𝚎𝚛𝚠𝚊𝚢. 𝙸 𝚠𝚊𝚗𝚝 𝚝𝚘 𝚋𝚎 𝚠𝚒𝚝𝚑 𝚢𝚘𝚞, 𝚋𝚎 𝚠𝚒𝚝𝚑 𝚢𝚘𝚞 𝚗𝚒𝚐𝚑𝚝 𝚊𝚗𝚍 𝚍𝚊𝚢. 𝙽𝚘𝚝𝚑𝚒𝚗𝚐 𝚌𝚑𝚊𝚗𝚐𝚎𝚜 𝚘𝚗 𝙽𝚎𝚠 𝚈𝚎𝚊𝚛'𝚜 𝙳𝚊𝚢. #U2 #NewYearsDay

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2/ This is why central banks "look through" supply shocks. Watch the SARB Governor say it: "𝚃𝚑𝚎 𝚘𝚗𝚐𝚘𝚒𝚗𝚐 𝙼𝚒𝚍𝚍𝚕𝚎 𝙴𝚊𝚜𝚝 𝚌𝚘𝚗𝚏𝚕𝚒𝚌𝚝 𝚒𝚜 𝚊 𝚌𝚕𝚎𝚊𝚛 𝚒𝚗𝚜𝚝𝚊𝚗𝚌𝚎 𝚘𝚏 𝚊 𝚜𝚞𝚙𝚙𝚕𝚢 𝚜𝚑𝚘𝚌𝚔 𝚠𝚑𝚒𝚌𝚑 𝚛𝚊𝚒𝚜𝚎𝚜 𝚙𝚛𝚒𝚌𝚎𝚜 𝚠𝚑𝚒𝚕𝚎 𝚠𝚎𝚊𝚔𝚎𝚗𝚒𝚗𝚐 𝚍𝚎𝚖𝚊𝚗𝚍. 𝚃𝚑𝚎 𝚜𝚝𝚊𝚗𝚍𝚊𝚛𝚍 𝚛𝚎𝚜𝚙𝚘𝚗𝚜𝚎 𝚝𝚘 𝚊 𝚜𝚞𝚙𝚙𝚕𝚢 𝚜𝚑𝚘𝚌𝚔 𝚒𝚜 𝚝𝚘 𝚕𝚘𝚘𝚔 𝚝𝚑𝚛𝚘𝚞𝚐𝚑 𝚏𝚒𝚛𝚜𝚝 𝚛𝚘𝚞𝚗𝚍 𝚎𝚏𝚏𝚎𝚌𝚝𝚜 𝚠𝚑𝚒𝚌𝚑 𝚊𝚛𝚎 𝚞𝚗𝚊𝚟𝚘𝚒𝚍𝚊𝚋𝚕𝚎 𝚊𝚗𝚍 𝚌𝚊𝚗𝚗𝚘𝚝 𝚋𝚎 𝚜𝚝𝚘𝚙𝚙𝚎𝚍 𝚋𝚢 𝚒𝚗𝚝𝚎𝚛𝚎𝚜𝚝 𝚛𝚊𝚝𝚎 𝚌𝚑𝚊𝚗𝚐𝚎𝚜." This is the SARB Governor saying almost word-for-word what Powell explained at Harvard. "𝙲𝚊𝚗𝚗𝚘𝚝 𝚋𝚎 𝚜𝚝𝚘𝚙𝚙𝚎𝚍 𝚋𝚢 𝚒𝚗𝚝𝚎𝚛𝚎𝚜𝚝 𝚛𝚊𝚝𝚎 𝚌𝚑𝚊𝚗𝚐𝚎𝚜" is the same point Powell makes, the Fed's tool works on demand, not supply. The SARB Governor is applying the same framework to a South African context, in real time. This is the global central banking consensus.

2/ This is why central banks "look through" supply shocks. Watch the SARB Governor say it: "𝚃𝚑𝚎 𝚘𝚗𝚐𝚘𝚒𝚗𝚐 𝙼𝚒𝚍𝚍𝚕𝚎 𝙴𝚊𝚜𝚝 𝚌𝚘𝚗𝚏𝚕𝚒𝚌𝚝 𝚒𝚜 𝚊 𝚌𝚕𝚎𝚊𝚛 𝚒𝚗𝚜𝚝𝚊𝚗𝚌𝚎 𝚘𝚏 𝚊 𝚜𝚞𝚙𝚙𝚕𝚢 𝚜𝚑𝚘𝚌𝚔 𝚠𝚑𝚒𝚌𝚑 𝚛𝚊𝚒𝚜𝚎𝚜 𝚙𝚛𝚒𝚌𝚎𝚜 𝚠𝚑𝚒𝚕𝚎 𝚠𝚎𝚊𝚔𝚎𝚗𝚒𝚗𝚐 𝚍𝚎𝚖𝚊𝚗𝚍. 𝚃𝚑𝚎 𝚜𝚝𝚊𝚗𝚍𝚊𝚛𝚍 𝚛𝚎𝚜𝚙𝚘𝚗𝚜𝚎 𝚝𝚘 𝚊 𝚜𝚞𝚙𝚙𝚕𝚢 𝚜𝚑𝚘𝚌𝚔 𝚒𝚜 𝚝𝚘 𝚕𝚘𝚘𝚔 𝚝𝚑𝚛𝚘𝚞𝚐𝚑 𝚏𝚒𝚛𝚜𝚝 𝚛𝚘𝚞𝚗𝚍 𝚎𝚏𝚏𝚎𝚌𝚝𝚜 𝚠𝚑𝚒𝚌𝚑 𝚊𝚛𝚎 𝚞𝚗𝚊𝚟𝚘𝚒𝚍𝚊𝚋𝚕𝚎 𝚊𝚗𝚍 𝚌𝚊𝚗𝚗𝚘𝚝 𝚋𝚎 𝚜𝚝𝚘𝚙𝚙𝚎𝚍 𝚋𝚢 𝚒𝚗𝚝𝚎𝚛𝚎𝚜𝚝 𝚛𝚊𝚝𝚎 𝚌𝚑𝚊𝚗𝚐𝚎𝚜." This is the SARB Governor saying almost word-for-word what Powell explained at Harvard. "𝙲𝚊𝚗𝚗𝚘𝚝 𝚋𝚎 𝚜𝚝𝚘𝚙𝚙𝚎𝚍 𝚋𝚢 𝚒𝚗𝚝𝚎𝚛𝚎𝚜𝚝 𝚛𝚊𝚝𝚎 𝚌𝚑𝚊𝚗𝚐𝚎𝚜" is the same point Powell makes, the Fed's tool works on demand, not supply. The SARB Governor is applying the same framework to a South African context, in real time. This is the global central banking consensus.

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