Marc Giannoni on the Fed’s Framework Review, it’s Independence, and the Future of R-Star

马克·贾尼奥尼关于美联储框架审查、其独立性以及R星未来的看法

Macro Musings with David Beckworth

2025-09-22

56 分钟
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Marc Giannoni is a managing director and the chief US economist at Barclays Capital. In Marc’s first appearance on the show he discusses working on the 2020 Fed Framework Review, the troubling issues of Fed independence and fiscal dominance, the future of long rates and r-star, his influential 2006 paper about what good monetary policy looks like, and much more. Check out the transcript for this week’s episode, now with links. Recorded on August 28th, 2025 Subscribe to David's Substack: Macroeconomic Policy Nexus Follow David Beckworth on X: @DavidBeckworth Follow the show on X: @Macro_Musings Check out our Macro Musings merch! Subscribe to David's new BTS YouTube Channel  Timestamps 00:00:00 - Intro 00:01:35 - Marc’s Career 00:6:41 - Fed’s Framework Review 00:20:46 - Fed Independence 00:27:12 - Long-Term Rates 00:43:39 - Has Monetary Policy Become More Effective? 00:55:48 - Outro
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  • Welcome to Macro Musings,

  • where each week we pull back the curtain and take a closer look at the most important macroeconomic issues of the past,

  • present, and future.

  • I am your host, David Beckworth,

  • a senior research fellow with the Mercatus Center at George Mason University,

  • and I'm glad you decided to join us.

  • Our guest today is Mark Giannani.

  • Mark is a managing director and the chief U.S. economist at Barclays Capital.

  • Mark is also a veteran of the Federal Reserve System and the Swiss National Bank.

  • Mark joins us today to discuss the Fed's framework review,

  • Fed independence, the future of our star, and more.

  • Mark, welcome to the program.

  • Thank you very much for having me, Dave.

  • Well, it's great to have you on now.

  • I think I first ran into you at a Hoover Monetary Policy conference.

  • You may not remember this,

  • but I was sitting down on those roundtables for a lunch or dinner and you were there and you introduced yourself.

  • I was like, ah, Mark Giannani,

  • I loved your 2006 Aries TAP paper has monetary policy become more effective and we'll get to that later in the program.

  • because that was one of my favorite papers in a long time and deals with identification and the challenges we face as macroeconomists.