Oxford Certificate Programmes · Worcester College

Central Banking & Monetary Policy

Central banks shape macroeconomic outcomes through policy decisions, communication strategies, and conventional and unconventional tools. An introduction to modern central banking — monetary policy frameworks, the expectations channel, communication, and empirical methods for measuring policy effects.

InstructorDr Fatih Kansoy
SessionSummer Session I
Dates19 Jul – 1 Aug 2026
Course weekWeek Two
LocationWorcester College, Oxford
FormatSeminars, discussion & group work
LengthTwo-week programme
AssessmentFriday assessment

Course overview

Students will examine how central banks set interest rates, manage expectations through forward guidance and public communication, and influence financial markets. The course also introduces the use of high-frequency financial data, text mining, and natural language processing in monetary-policy research.

Through case studies, academic readings, and empirical examples, students develop the analytical tools needed to assess monetary policy decisions, communication strategies, and their effects on financial markets and the wider economy.

Learning outcomes

Teaching & assessment

Teaching method. Students are taught according to the Oxford Socratic model, where class participation is central. Teaching combines classroom instruction, guided discussion, individual preparation, and group work in and outside class.

Assessment. Assessment takes place on Friday at the end of the course.

Weekly schedule

DayTopicFocus
MondayCentral bank communication, independence, and monetary policyWhy central banks communicate, why institutional credibility matters, and how communication affects the transmission of policy.
TuesdayMeasuring expectations: households, professionals, and financial marketsHow expectations are measured, why different groups disagree, and how surveys and market prices reveal anticipated policy.
WednesdayMonetary policy surprises I: high-frequency dataHow researchers isolate policy surprises using narrow event windows around central bank announcements.
ThursdayMonetary policy surprises II: domestic and international impactHow policy surprises move domestic and global asset prices, and why US monetary policy has international spillovers.
FridayAssessmentEnd-of-course assessment.

Session overview

Session 1

Communication, Independence, and Monetary Policy

This session sets up the institutional foundations of modern central banking. We discuss why independence and credibility matter, and why speeches, statements, minutes, and forward guidance have become policy tools in their own right.

Session 2

Measuring Expectations

This session compares household surveys, professional forecasts, and market-based expectations. The aim is to understand what each measure captures, where each measure is limited, and why expectations are central to monetary-policy transmission.

Session 3

High-Frequency Identification

This session introduces the logic of high-frequency event studies. We focus on how monetary policy surprises are constructed and how narrow windows around announcements help identify the causal impact of policy news.

Session 4

Domestic and International Impact

This session studies the effect of policy surprises on asset prices at home and abroad. We examine the immediate response of bonds, equities, exchange rates, and global markets to central bank announcements.

Core bibliography & reading list

  1. Blinder, Alan S., Michael Ehrmann, Marcel Fratzscher, Jakob De Haan, and David-Jan Jansen. "Central bank communication and monetary policy: A survey of theory and evidence." Journal of Economic Literature 46, no. 4 (2008): 910–945.
  2. Blinder, Alan S., Michael Ehrmann, Jakob De Haan, and David-Jan Jansen. "Central bank communication with the general public: Promise or false hope?" Journal of Economic Literature 62, no. 2 (2024): 425–457.
  3. Carlin, Wendy, and David W. Soskice. Macroeconomics: Institutions, Instability, and Inequality. Oxford University Press, 2024. Chapters 4 and 6.
  4. Ehrmann, Michael, and Alena Wabitsch. "Central bank communication with nonexperts. A road to nowhere?" Journal of Monetary Economics 127 (2022): 69–85.
  5. Gürkaynak, Refet S., Brian P. Sack, and Eric T. Swanson. "Do actions speak louder than words? The response of asset prices to monetary policy actions and statements." Working paper, November 2004.
  6. Haldane, Andrew. "A little more conversation, a little less action." Bank of England Speech, 2017.
  7. Hansen, Stephen, Michael McMahon, and Andrea Prat. "Transparency and deliberation within the FOMC: A computational linguistics approach." The Quarterly Journal of Economics 133, no. 2 (2018): 801–870.
  8. Hausman, Joshua, and Jon Wongswan. "Global asset prices and FOMC announcements." Journal of International Money and Finance 30, no. 3 (2011): 547–571.
  9. Kansoy, Fatih. "The immediate global impact of US monetary policy." Oxford University Research Archive, 2025. Research page
  10. Kuttner, Kenneth N. "Monetary policy surprises and interest rates: Evidence from the Fed funds futures market." Journal of Monetary Economics 47, no. 3 (2001): 523–544.