Data
Government not to blame for inflation – Icelandic minister
Central bank had previously blamed price growth on pay policies plus effects of solar eclipse
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
Cheap Chinese imports keep eurozone goods inflation down
Paper says prices may stay low because of excess capacity, weak Chinese demand and yuan
Number of US jobs at risk of AI substitution is falling – ECB study
New technology yet to have an impact on wage growth, research finds
UK still paying EU ‘divorce bill’– National Bank of Belgium blog
Research shows cumulative cost of Brexit amounts to six to eight percentage points of GDP
Norges Bank says third of crypto owners had ‘negative’ experience
Biannual survey shows most Norwegians have never heard of DeFi or stablecoins
Dollar’s centrality in FX markets makes it more volatile – study
Greenback’s use as ‘vehicle currency’ makes it more sensitive to external shocks, economists say
Algorithmic pricing not yet a ‘menace’ to inflation – BoE study
Dynamic and personalised pricing may upend CPI measurements and expectations, research says
‘Rolling windows’ method may help evaluate big data forecasts
Barbara Rossi presents new approach at ECB’s AI conference
Fed paper touts prediction market data for monetary policy
Sites like Kalshi could become “new benchmark” for measuring expectations, researchers say
Price change frequency upped inflation post-Covid – study
Size of individual changes had same effect on overall prices as during normal times, ECB paper finds
Global liquidity surge continuing, BIS figures show
Lending to non-banks continues to lead cross-border credit expansion
US stock crash would be ‘felt across the world’ – BdF deputy
Current account imbalances cannot be solved unilaterally, argues Bénassy-Quéré