Exhibit

02

Fed and ECB speech sentiment · 2011–2026

Closely aligned for eight years — crossing five times. Then, in 2019, they split, and they have not rejoined since.

Across 255,000 speeches

0-0.5-1.0 CLOSELY ALIGNED2011-20192019: THEY SPLIT,AND NEVER REJOIN 0.68APARTFEDERAL RESERVEEUROPEAN CENTRAL BANK same shock, different language20112026

Net sentiment per speech, annual mean · 1,533 Fed and 1,713 ECB speeches, 2011–2026
A 2019 BIS working paper found the two closely linked. The record since does not.
One view from the Talks Decoded archive of 255,000 speeches

Flow

When the language moves

From a single speech to a database of speeches over decades — we decode the flow, and analyse how language moves. Early recognition of consequential change.

Exhibit

03

Who owns the file · European Commission, 2019 onward

Speech is Behaviour.

Speaker

Role

Speeches

Hedging

Kadri Simson

Commissioner

174

0.46

Ursula von der Leyen

President

109

0.48

Wopke Hoekstra

Commissioner

40

0.45

Valdis Dombrovskis

Exec. Vice-President

33

0.69

Elisa Ferreira

Commissioner

30

0.41

Mairead McGuinness

Commissioner

16

0.69

Jessika Roswall

Commissioner

13

0.80

The hedging column is where the value sits. A speaker who hedges heavily on a subject is a speaker whose institution has not settled its position.

the file is still open

Commission speeches mentioning fossil fuels or energy transition, 2019 onward
Hedging: share of words drawn from an uncertainty lexicon
Figures correct as at 6 August 2026 · one view from an archive of 255,000 speeches, maintained daily