Data
Atlanta Fed study finds no evidence of ‘great reassessment’
Increased job mobility during Covid explained by better pay, not higher worker autonomy, paper finds
Big Mac price never catches up with dollar – Dallas Fed blog
Prices barely adjust to currency swings even after four years, economists find
Tighter financing and high oil prices dominate Fed Beige Book
But strong variations exist between districts
Oil futures gloomier than reality during conflicts – Feds note
Commodity has become hedge against macroeconomic risk, research finds
Dollar’s share of foreign reserves fell slightly in Q2 – IMF
Euro claims rose, leading to fall in proportion of US assets according to latest Cofer figures
US firms are actively divesting from China – Fed note
Businesses have been shrinking Chinese holdings since 2020, research suggests
Low- and middle-income US households most hurt by housing inflation – Barr
Governor signals more rate hikes to come to tame inflation
China’s machinery and transport exports are hurting EU – ECB paper
Similarity between EU and Chinese goods exports has increased since 2019, research finds
Government not to blame for inflation – Icelandic minister
Central bank had previously blamed price growth on pay policies plus effects of solar eclipse
Exim shutdown stymied US firms’ export earnings – paper
Shutting down export credit agency led to large capital misallocation, Atlanta Fed researchers say
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
Bitcoin has become ‘more equity-like’ – San Francisco Fed study
Asset’s ‘financialisation’ has helped it enter same sphere as stocks, paper argues
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
Fresh graduates’ job market perception worsened by 23% in 2025 – ECB
Research points to slowing growth in knowledge-intensive services to explain otherwise ‘cyclical’ effect
New York and Dallas Feds to launch private credit survey
Firms with over $50 million invited to discuss lending standards and monetary policy implications
Eurozone non-labour income used for saving, not spending – paper
Erosion in financial wealth dragged on consumption, Bank of Italy study finds
EU defence spending boosts growth before inflation – CNB
Financial markets buy into defence equities well before government money has been spent, study finds
Most Australians think higher rates cause inflation – RBA poll
Bank says widespread popular misconceptions illustrate need for improved communications
Geopolitical risks cause eurozone banks to tighten credit
ECB’s quarterly survey shows lenders alert to continued instability resulting from Iran war
Tajikistan keeps inflation on target after lowering band
Central bank reports 4.1% price growth in H1, 50bp higher than in first half of last year
Nine out of 10 Japanese people see prices rising
BoJ survey shows around half of respondents expect economic slowdown in a year’s time