Gianluca Benigno on Central Bank Balance Sheets, Stablecoins, and Nonlinear Inflation

关于央行资产负债表、稳定币和非线性通胀的探讨——詹卢卡·贝尼格诺

Macro Musings with David Beckworth

2026-08-10

54 分钟
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Gianluca Benigno is a professor of economics at the University of Lausanne. Previously, he was a senior economist at the Federal Reserve Bank of New York and an economist at the Bank of England. Gianluca returns to the program to discuss financial r-star, the changing landscape of central bank balance sheets, the unique challenges facing the Swiss National Bank, how stablecoins could affect Treasury markets and the demand for reserves, the return of nonlinear inflation, its implications for monetary policy, and much more. Watch the full length video on our new YouTube Channel! Check out the transcript for this week's episode, now with links. Recorded on June 22nd, 2026 Subscribe to David's Substack: Macroeconomic Policy Nexus Follow David Beckworth on X: @DavidBeckworth Follow Gianluca Benigno on X: @BenignoGianluca Follow the show on X: @Macro_Musings Check out our Macro Musings merch! Timestamps 00:00:00 - Intro 00:01:41 - R-Double-Star 00:04:10 - Central Bank Balance Sheets 00:09:22 - Swiss National Bank 00:32:05 - Working Paper on the Regulation of Stablecoins 00:45:41 - Inflation 00:53:19 - 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 at the Mercatus Center at George Mason University,

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

  • Our guest today is Gianluca Benigno.

  • Gianluca is a professor of economics at the University of Lausanne and formerly was a senior economist

  • at the Federal Reserve Bank of New York and also worked as an economist at the Bank of England.

  • Gianluca joins us today to discuss central bank balance sheets, stable coins and their implications for balance sheets,

  • and the current debate over inflation and why it will not come down.

  • Gianluca, welcome back to the podcast.

  • Thank you, David.

  • It's a pleasure, of course, to join your podcast and looking forward to our conversation.

  • Yes, thanks for coming back on.

  • And for those who have listened for a long time, you may remember Jean-Luc's previous appearance.

  • That was in 2023. We had a great conversation there.

  • We talked about a number of interesting topics, including the financial resource curse, the dollar's imperial cycle,

  • and financial R-star, or what you call R-double star.

  • On that last point, financial R-star, because that is still a topic today, you know, is the Fed neutral or not?

  • Maybe give us a quick update.

  • Where does your really innovative and cool measure financial R-star stand?