Global Tapering Ahead?

Check out the accompanying pdf and chart collection. (1) Central bankers are the new Wild Bunch. (2) Since start of pandemic, major central bank assets up 51%. (3) Major central bank assets growing at slower pace. (4) Add that to the stock market’s worries list. (5) Is ECB tapering or recalibrating? (6) ECB’s LTRO facility is a big hit. (7) ECB is also struggling with whether inflation is transitory or persistent. (8) BOJ preparing to end Kuroda’s excellent adventure. (9) PBOC likely to cut required reserves ratio. (10) Fed setting the stage for tapering before year-end.