Macroeconomics
Shipping congestion drives up inflation – IMF paper
Study of tracking data shows delays at ports are reflected in headline inflation
US tariffs unlikely to halt progress on global trade – BoE’s Taylor
UK inflation expected to fall in near term due to trade diversion, MPC member says
Broader view of debt sustainability is needed – NBER paper
Government debt is not necessarily at historical highs, authors say
US ‘bearing large share’ of tariff costs – NBER paper
Authors find pass-through is nearly 100% and is reshaping how country trades
Winds of change 2026: managing opportunities
Shifts in monetary and fiscal policy are reshaping fixed income markets
Winds of change 2026: managing opportunities
Shifts in monetary and fiscal policy are reshaping fixed income markets
Dollarisation tends to come in waves – Fed researchers
Authors say the euro once may have been a rival to the dollar
Water scarcity threatens economies, IMF and BIS warn
Studies say impacts on growth, inflation, fiscal policy and balance of payments are likely to worsen
Is this the end of dollar dominance?
Steve Kamin tracks evolving investor attitudes to the US in the wake of 'Liberation Day'
IMF opens third China office in Shanghai
Institution and PBoC say new hub will conduct research into Asia-Pacific’s emerging economies
Global investment outlook: 2026 and beyond
Broadening, steepening and weakening: Franklin Templeton’s top investment ideas for 2026 and beyond
Deep water waves: accelerating, broadening, consequential
Factors that will impact investment returns over the next decades, the interplay between them and their likely impact on investment outcomes
PBoC’s language suggests policy shift on yuan – China economist
Central bank drops ‘cautious’ from pronouncements on currency’s internationalisation
PBoC’s Pan calls for ‘meaningful’ IMF quota adjustments
Governor says global economy needs more co-operation amid heightened uncertainty
Top officials weigh impact of trade war and AI
ECB president says impact of US tariffs has been “exact opposite” of expectations
BIS article notes changing effects of dollar weakness on EMEs
Investment channel likely to become more important countervailing force, authors say
Asean+3 central banks have space to buffer shocks – Amro report
Study says institutions are capable of more accommodative policy, should external circumstances demand it
France’s fiscal ills may require ‘targeted taxes’ – BdF head
Villeroy de Galhau warns citizens there is no ‘magic tax’ that only others will pay
IMF paper draws lessons from Sri Lanka’s debt restructuring
Country sought to negotiate simultaneously with array of creditors, while executing reform plan