El especialista en "cláusulas knockout" del Banco de Inglaterra

LONDRES – En Canadá, si uno dice que viene de "London" (por Londres), le preguntan si se refiere a London, Ontario, o a "London", Inglaterra. Yo siempre encuentro la pregunta un tanto irritante y me parece que, tal vez, revele la persistencia de una mentalidad imperial arrogante.

Pero quizá pronto ya no tengan necesidad de preguntar: en Londres, ahora somos todos canadienses. Gracias a lo que un analista describió como "su aspecto de estrella de rock y su carisma de relaciones públicas", Mark Carney, el ex presidente del Banco de Canadá, hizo estragos en la ciudad en sus primeras seis semanas como presidente del Banco de Inglaterra.

El cambio está a la orden del día en el edificio conocido como "Old Lady" de la calle Threadneedle. Se va el régimen antiguo y rancio de las metas de inflación, con su obsesión por el índice de precios al consumidor y su desdén por los desequilibrios del sector financiero. Y llega un mundo nuevo y valiente de "guía de previsión supeditada al estado y basada en umbrales", que se completa con tres eventos condicionantes o "knockouts" que podrían implicar el cambio de la política actual. Hemos tenido que aprender todo un nuevo léxico para entender de qué está hablando el banco central. Corren tiempos excitantes en el Banco de Inglaterra (en el corazón del distrito financiero de Ontario sobre el Támesis).

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