Economics
De-dollarisation no guarantee of EM policy autonomy – study
Sarb paper argues sound domestic fundamentals are more crucial than lowering dollar usage
Fed study mulls whether to count tokenised assets as M1 or M2
Emergence of new money causes headaches for monetary aggregates, economists say
Economics Benchmarks 2026 – model banks analysis
Additional data breakdowns shed light on staffing, model types and AI usage
Brazil unveils 2027 budget to rein in spending and borrowing
Debt dynamics to remain on upward trend over coming years, says economist
Economics Benchmarks 2026 report – executive summary
Key findings from the benchmark on AI use, model design and data-driven research
Economics Benchmarks 2026 report – advanced analytics
AI usage is increasing, but banks still vary in their approaches
How credible is Venezuela’s debt restructuring?
Aggressive timetable and lack of IMF involvement raise feasibility concerns for restructuring up to $240 billion of debt
Exim shutdown stymied US firms’ export earnings – paper
Shutting down export credit agency led to large capital misallocation, Atlanta Fed researchers say
Brazil’s central bank governor warns of credit growth risks
BCB says household delinquencies remain at historically high levels
China’s growth model may deepen tensions with US – paper
PIIE research says economic policies driven by ‘national security logic’ may be contradictory
Eurozone inflation expectations steady as job fears grow
ECB’s latest data signals inflation is stabilising, but downward shift in labour sentiment may be ahead
Americans worried about their country’s solvency – NBER study
Bond investors, voters and economics graduates think risk of a US debt crisis is high, paper says
Nepal has greater stability, but now it needs growth – IMF
Fund’s mission chief says central bank reforms are among measures laying path for future prosperity
Book notes: The banker who made America, by Richard Vague
This well-researched book makes a strong case that without the efforts of Thomas Willing, the US war of independence may well have been lost
Bitcoin has become ‘more equity-like’ – San Francisco Fed study
Asset’s ‘financialisation’ has helped it enter same sphere as stocks, paper argues
Mexico sovereign bond rigging case settled in New York
Agreement appears to resolve remaining claims over banks’ alleged manipulation of sovereign debt market
Tariff-induced inflation pressure begins to recede in US – study
Lower effective levies are translating into slower consumer price growth, St Louis Fed researchers say
Geopolitics is fastest-rising research topic for economists
Research economists are most widely judged on their output of papers
Sticky wages help explain depressed US sentiment – paper
Lack of salary indexation, rather than inflation, to blame for decline in sentiment, authors find
Slovak firms face high costs from heatwaves – blog post
Companies need to invest in adaptation, says central bank official
Economists devote up to half of working hours to research
Higher-paid research economists tend to spend more time on own research