Skip to main content
Causeway
Track A · FoundationsNode A4

Central banks & the base

Layer 2 · Working Model

Drive both ledgers

~ 5 min
Step 01 · Two issuers, two ledgers

Below: a stacked balance sheet. Top is the central bank. Bottom is a commercial bank — the same one you drove in A3. The two are linked: the bank's reserves on the asset side are also a liability of the central bank. They tick together.

Two counters at the bottom of the widget: Base money (CB liabilities — currency + reserves) and Broad money (currency in circulation + deposits). Watch which one each button moves.

Step 02 · QE — the famous one

Click QE. The CB buys $100B of Treasuries from the bank. CB Treasuries +$100B, Bank reserves +$100B. The bank's reserves swap places with its securities: same total assets, different mix.

Base money: +$100B. Broad money: unchanged. Nothing has happened to deposits. The household sector has the same checking balances it had before. This is the surprise. (Run QT to reverse it.)

Step 03 · A loan — the asymmetric one

Click Bank issues loan. The bank writes $100B onto both sides of its own ledger — a loan asset and a deposit liability. The CB ledger does not move at all.

Base money: unchanged. Broad money: +$100B. This is the asymmetry that makes A4 worth its own node. The two issuers create different things.

Step 04 · Cash withdrawal — the tax

Click Cash withdrawal. Currency in circulation +$100B, Bank reserves −$100B (and on the bank's ledger, deposits −$100B, reserves −$100B). Composition of base money shifts from reserves to physical notes; the totals barely move. This is the daily flow that makes the CB's currency-issuance role visible.

Step 05 · What the CB actually controls

Not the quantity of broad money. The price of reserves (the policy rate) and the rules constraining commercial-bank balance sheets (capital, liquidity, IOR). Cheap reserves → banks willing to lend → broad money expands. Expensive reserves → opposite.

This is why the textbook "money multiplier" is misleading. The CB does not push reserves out and watch them multiply. It sets a price and waits for the credit demand to respond — sometimes for quarters.

In your life

'They printed money' usually means base, not broad.

When a commentator says the Fed "printed $4 trillion," they mean reserves — base money sitting at the central bank. That money has to be lent into deposits before it touches a price tag. The 2020–2022 inflation spike was almost entirely a fiscal event (cheques to households, supply shock), not a QE event. The distinction matters every time you read a macro headline.

Two-issuer ledger · live · session #1
$B · click any button below
Central bank
Σ assets$6,700B|Σ liab+eq$6,700B
Assets
$4,000BUS Treasuries
$2,500BAgency MBS
$100BGold certificates
$100BFX swaps
Liabilities & equity
Currency in circulation$2,300B
Bank reserves$3,200B
Reverse repo (ON RRP)$850B
Treasury General Account$350B
↑ CB liability= bank reserves ($3,200B) =commercial-bank asset ↓
Commercial bank (aggregated)
Σ assets$17,700B|Σ liab+eq$17,700B
Assets
$3,200BReserves at CB
$2,500BSecurities
$12,000BLoans
Liabilities & equity
Deposits$15,000B
Wholesale funding$1,000B
Equity$1,700B
Base money
$5,500B
Currency + bank reserves (CB-issued)
Broad money
$17,300B
Currency in circulation + deposits
00:00
System initialised. Two issuers, two ledgers, one shared row.