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Major global central banks

Federal Reserve System · Fed

The central bank of the United States — sets the world's most consequential interest rate, supervises the largest US banks, and acts as lender of last resort to the dollar system.

Mandate

Established by the Federal Reserve Act, 1913. Statutory dual mandate: maximum employment and stable prices (interpreted operationally as 2% PCE inflation). Twelve regional Reserve Banks plus the Board of Governors in Washington. Run by a Chair (currently Jerome Powell) appointed by the President with Senate confirmation; the Federal Open Market Committee (FOMC) sets the federal funds rate target.

How it works

FOMC meets eight times a year. Sets the federal funds rate target range, conducts open market operations (Treasuries, MBS), runs the discount window, and pays interest on reserve balances (IORB). Operates the Standing Repo Facility and emergency liquidity programs (PPPLF, MMLF, etc., in crises). Supervises bank holding companies and runs the annual stress tests (DFAST, CCAR).

Why it matters

The fed funds rate anchors the global cost of US dollars. When the Fed hikes, EM currencies typically depreciate (capital flows to higher US yields), EM borrowing costs rise, and EM central banks face the choice of matching the hike or defending FX reserves. The 2022-23 hiking cycle (0% → 5.5%) drove the KES from ~110/USD to ~165/USD before stabilising. Kenya's Eurobond pricing and IMF program design both bake in Fed forward guidance.

What to watch

FOMC statement (every six weeks), Summary of Economic Projections (the 'dot plot') released quarterly, Chair's press conference, FOMC minutes (three weeks after each meeting), Beige Book, monthly CPI / PPI / payrolls data that drive Fed decisions.